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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 | $75,948 | $58,099+30.7% | $76,902-1.2% | $75,177+1.0% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.6%+28.0pp | 67.2%+30.4pp |
| Annual return | -0.22% | 26.71%-26.9pp | 37.91%-38.1pp | 160.75%-161.0pp |
| Employer contribution / active EE | $5,751 | $1,996+188.2% | $2,534+127.0% | $2,671+115.3% |
| Participant deferral / active EE | $10,356 | $2,999+245.3% | $3,833+170.2% | $4,126+151.0% |
| Admin fee / account holder | $309 | $4,778-93.5% | $5,479-94.4% | $5,651-94.5% |