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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 | $28,663 | $77,817-63.2% | $123,553-76.8% | $64,173-55.3% |
| Participation rate | 72.9% | 74.7%-1.8pp | 82.3%-9.4pp | 69.6%+3.3pp |
| Annual return | -8.16% | 12.49%-20.6pp | 119.21%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,918 | $3,014-3.2% | $4,628-37.0% | $2,381+22.5% |
| Participant deferral / active EE | $5,431 | $5,240+3.6% | $6,426-15.5% | $3,470+56.5% |
| Admin fee / account holder | $1,973 | $5,519-64.2% | $9,284-78.7% | $4,887-59.6% |