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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 | $31,455 | $73,848-57.4% | $143,799-78.1% | $68,486-54.1% |
| Participation rate | 72.5% | 66.7%+5.8pp | 80.3%-7.8pp | 67.9%+4.6pp |
| Annual return | -20.76% | 0.91%-21.7pp | -0.04%-20.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $2,833 | $3,184-11.0% | $4,952-42.8% | $2,597+9.1% |
| Participant deferral / active EE | $5,384 | $3,385+59.1% | $5,638-4.5% | $4,028+33.7% |
| Admin fee / account holder | $2,224 | $5,755-61.4% | $14,677-84.8% | $5,404-58.8% |