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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 | $79,545 | $59,813+33.0% | $79,5800% | $68,486+16.1% |
| Participation rate | 76.5% | 61.1%+15.4pp | 69.5%+7.0pp | 67.9%+8.6pp |
| Annual return | -19.56% | -12.30%-7.3pp | 0.15%-19.7pp | -7.85%-11.7pp |
| Employer contribution / active EE | $3,681 | $1,505+144.5% | $2,413+52.5% | $2,597+41.7% |
| Participant deferral / active EE | $7,897 | $3,024+161.1% | $3,985+98.2% | $4,028+96.1% |
| Admin fee / account holder | $2,856 | $4,835-40.9% | $6,835-58.2% | $5,404-47.1% |