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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 | $106,749-11.6% | $145,433-35.1% | $82,448+14.4% |
| Participation rate | 74.2% | 75.6%-1.5pp | 82.1%-7.9pp | 68.1%+6.1pp |
| Annual return | -24.80% | 27.59%-52.4pp | 66.58%-91.4pp | 41.64%-66.4pp |
| Employer contribution / active EE | $6,109 | $3,444+77.3% | $4,554+34.1% | $2,551+139.5% |
| Participant deferral / active EE | $6,441 | $6,519-1.2% | $7,897-18.4% | $4,139+55.6% |
| Admin fee / account holder | $5,796 | $8,390-30.9% | $13,129-55.9% | $7,234-19.9% |