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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 | $36,462 | $72,177-49.5% | $115,038-68.3% | $59,633-38.9% |
| Participation rate | 75.9% | 72.6%+3.3pp | 81.4%-5.5pp | 68.7%+7.2pp |
| Annual return | -2.49% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $3,020 | $2,841+6.3% | $4,608-34.5% | $2,203+37.1% |
| Participant deferral / active EE | $5,476 | $4,783+14.5% | $6,026-9.1% | $3,192+71.6% |
| Admin fee / account holder | $2,631 | $4,927-46.6% | $8,175-67.8% | $4,297-38.8% |