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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 | $30,605 | $48,076-36.3% | $78,693-61.1% | $62,891-51.3% |
| Participation rate | 81.3% | 65.2%+16.1pp | 73.6%+7.8pp | 69.3%+12.0pp |
| Annual return | -5.50% | 31.35%-36.9pp | 62.18%-67.7pp | 20.14%-25.6pp |
| Employer contribution / active EE | $2,849 | $2,015+41.4% | $2,8500% | $2,281+24.9% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,546 | $3,207+104.1% | $4,511+45.1% | $4,296+52.4% |