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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,314 | $99,875-5.6% | $146,866-35.8% | $86,983+8.4% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.5%-8.3pp | 69.5%+4.7pp |
| Annual return | -24.80% | 28.10%-52.9pp | 102.85%-127.6pp | 25.83%-50.6pp |
| Employer contribution / active EE | $6,109 | $3,224+89.5% | $4,425+38.1% | $2,584+136.4% |
| Participant deferral / active EE | $6,441 | $6,322+1.9% | $7,759-17.0% | $4,194+53.6% |
| Admin fee / account holder | $5,796 | $7,838-26.1% | $13,620-57.4% | $7,856-26.2% |