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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 | $196,102 | $198,814-1.4% | $198,814-1.4% | $289,147-32.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 75.0%+25.0pp | 80.8%+19.2pp |
| Annual return | -3.19% | 15.34%-18.5pp | 12.03%-15.2pp | 12.61%-15.8pp |
| Employer contribution / active EE | $2,137 | $13,041-83.6% | $13,041-83.6% | $13,617-84.3% |
| Participant deferral / active EE | $9,342 | $5,545+68.5% | $5,545+68.5% | $5,372+73.9% |
| Admin fee / account holder | $525 | $10,102-94.8% | $10,102-94.8% | $23,026-97.7% |