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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 | $60,440 | $77,817-22.3% | $123,553-51.1% | $64,173-5.8% |
| Participation rate | 78.3% | 74.7%+3.5pp | 82.3%-4.0pp | 69.6%+8.7pp |
| Annual return | -8.60% | 12.49%-21.1pp | 119.21%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,426 | $3,014-19.5% | $4,628-47.6% | $2,381+1.9% |
| Participant deferral / active EE | $4,159 | $5,240-20.6% | $6,426-35.3% | $3,470+19.9% |
| Admin fee / account holder | $413 | $5,519-92.5% | $9,284-95.6% | $4,887-91.6% |