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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 | $35,646 | $65,437-45.5% | $86,698-58.9% | $66,949-46.8% |
| Participation rate | 76.2% | 75.5%+0.7pp | 76.6%-0.4pp | 69.8%+6.4pp |
| Annual return | -22.46% | -10.91%-11.5pp | 35.96%-58.4pp | 1.57%-24.0pp |
| Employer contribution / active EE | $2,612 | $2,154+21.3% | $2,837-7.9% | $2,545+2.6% |
| Participant deferral / active EE | $6,303 | $4,102+53.7% | $4,656+35.4% | $4,239+48.7% |
| Admin fee / account holder | $1,432 | $642+123.1% | $7,492-80.9% | $594+141.2% |