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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 | $84,424 | $91,439-7.7% | $135,974-37.9% | $71,511+18.1% |
| Participation rate | 88.6% | 75.7%+13.0pp | 81.9%+6.7pp | 67.9%+20.7pp |
| Annual return | -21.66% | 29.90%-51.6pp | 68.30%-90.0pp | 28.86%-50.5pp |
| Employer contribution / active EE | $7,441 | $3,705+100.8% | $4,859+53.1% | $2,589+187.4% |
| Participant deferral / active EE | $15,380 | $7,093+116.8% | $7,760+98.2% | $4,291+258.5% |
| Admin fee / account holder | $2,927 | $1,267+131.0% | $10,767-72.8% | $1,588+84.2% |