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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 | $36,040 | $43,344-16.9% | $59,899-39.8% | $64,173-43.8% |
| Participation rate | 87.1% | 69.2%+17.9pp | 74.7%+12.4pp | 69.6%+17.5pp |
| Annual return | -7.70% | -1.55%-6.1pp | 3.46%-11.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,754 | $2,030+35.7% | $2,723+1.1% | $2,381+15.7% |
| Participant deferral / active EE | $4,544 | $2,547+78.4% | $3,402+33.5% | $3,470+31.0% |
| Admin fee / account holder | $2,001 | $3,008-33.5% | $3,592-44.3% | $4,887-59.1% |