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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 | $33,798 | $77,638-56.5% | $156,551-78.4% | $62,881-46.3% |
| Participation rate | 85.6% | 71.2%+14.4pp | 84.0%+1.6pp | 69.3%+16.3pp |
| Annual return | -21.03% | 50.33%-71.4pp | 32.23%-53.3pp | 20.14%-41.2pp |
| Employer contribution / active EE | $1,292 | $3,444-62.5% | $5,501-76.5% | $2,281-43.4% |
| Participant deferral / active EE | $3,046 | $3,0460% | $4,871-37.5% | $3,203-4.9% |
| Admin fee / account holder | $884 | $5,561-84.1% | $13,028-93.2% | $4,296-79.4% |