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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 | $36,171 | $65,125-44.5% | $143,797-74.8% | $66,949-46.0% |
| Participation rate | 73.3% | 65.2%+8.1pp | 80.3%-7.1pp | 69.8%+3.4pp |
| Annual return | -18.93% | -11.13%-7.8pp | -0.04%-18.9pp | 1.57%-20.5pp |
| Employer contribution / active EE | $772 | $2,362-67.3% | $4,952-84.4% | $2,545-69.7% |
| Participant deferral / active EE | $3,632 | $2,920+24.4% | $5,638-35.6% | $4,239-14.3% |
| Admin fee / account holder | $6,366 | $503+1166.4% | $14,679-56.6% | $594+972.5% |