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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 | $29,926 | $81,870-63.4% | $119,622-75.0% | $68,486-56.3% |
| Participation rate | 94.5% | 71.9%+22.6pp | 79.3%+15.3pp | 67.9%+26.6pp |
| Annual return | -21.25% | -23.82%+2.6pp | -14.98%-6.3pp | -7.85%-13.4pp |
| Employer contribution / active EE | $3,269 | $2,692+21.4% | $4,232-22.8% | $2,597+25.9% |
| Participant deferral / active EE | $3,550 | $4,148-14.4% | $5,601-36.6% | $4,028-11.9% |
| Admin fee / account holder | $1,078 | $6,583-83.6% | $10,328-89.6% | $5,404-80.1% |