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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 | $40,735 | $72,177-43.6% | $115,038-64.6% | $59,633-31.7% |
| Participation rate | 88.2% | 72.6%+15.7pp | 81.4%+6.9pp | 68.7%+19.6pp |
| Annual return | -3.02% | 12.02%-15.0pp | 26.14%-29.2pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $2,739 | $2,841-3.6% | $4,608-40.6% | $2,203+24.4% |
| Participant deferral / active EE | $4,308 | $4,783-9.9% | $6,026-28.5% | $3,192+35.0% |
| Admin fee / account holder | $3,000 | $4,927-39.1% | $8,175-63.3% | $4,297-30.2% |