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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 | $38,025 | $61,755-38.4% | $97,161-60.9% | $80,911-53.0% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.7%+23.3pp | 67.6%+28.4pp |
| Annual return | 7.98% | -557.90%+565.9pp | 75.36%-67.4pp | 35.63%-27.6pp |
| Employer contribution / active EE | $1,679 | $1,835-8.5% | $2,723-38.4% | $2,756-39.1% |
| Participant deferral / active EE | $3,178 | $3,026+5.0% | $4,265-25.5% | $4,297-26.0% |
| Admin fee / account holder | $1,104 | $5,166-78.6% | $5,647-80.4% | $6,935-84.1% |