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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 | $59,879 | $88,707-32.5% | $74,184-19.3% | $273,972-78.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.12% | 11.94%-13.1pp | 17.74%-18.9pp | 41.46%-42.6pp |
| Employer contribution / active EE | $2,418 | $3,159-23.5% | $2,370+2.0% | $4,869-50.3% |
| Participant deferral / active EE | $2,028 | $4,212-51.9% | $3,550-42.9% | $5,287-61.6% |
| Admin fee / account holder | $4,081 | $8,717-53.2% | $5,586-26.9% | $10,133-59.7% |