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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 | $63,239 | $52,580+20.3% | $71,671-11.8% | $70,124-9.8% |
| Participation rate | 84.8% | 60.9%+23.9pp | 68.7%+16.0pp | 69.5%+15.2pp |
| Annual return | -6.24% | 20.25%-26.5pp | 20.65%-26.9pp | 73.14%-79.4pp |
| Employer contribution / active EE | $4,751 | $1,616+194.0% | $2,460+93.1% | $2,342+102.8% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,458 | $3,653+49.4% | $5,558-1.8% | $4,645+17.5% |