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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 | $36,212 | $81,258-55.4% | $105,218-65.6% | $59,633-39.3% |
| Participation rate | 96.3% | 75.4%+20.9pp | 77.2%+19.1pp | 68.7%+27.6pp |
| Annual return | -3.50% | 1.96%-5.5pp | 5.33%-8.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,180 | $2,562-53.9% | $3,255-63.8% | $2,203-46.4% |
| Participant deferral / active EE | $3,811 | $3,881-1.8% | $4,867-21.7% | $3,192+19.4% |
| Admin fee / account holder | $1,439 | $5,841-75.4% | $6,992-79.4% | $4,297-66.5% |