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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 | $22,443 | $43,333-48.2% | $59,883-62.5% | $64,181-65.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 74.7%+22.2pp | 69.6%+27.3pp |
| Annual return | -8.48% | -1.55%-6.9pp | 3.46%-11.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,843 | $2,029-9.2% | $2,722-32.3% | $2,381-22.6% |
| Participant deferral / active EE | $3,531 | $2,547+38.6% | $3,402+3.8% | $3,470+1.8% |
| Admin fee / account holder | $1,075 | $3,006-64.2% | $3,591-70.1% | $4,887-78.0% |