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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 | $38,621 | $65,704-41.2% | $94,229-59.0% | $59,633-35.2% |
| Participation rate | 72.7% | 72.1%+0.6pp | 78.8%-6.0pp | 68.7%+4.1pp |
| Annual return | -4.33% | 5.22%-9.5pp | 10.68%-15.0pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $441 | $2,021-78.2% | $3,587-87.7% | $2,203-80.0% |
| Participant deferral / active EE | $2,038 | $3,143-35.2% | $4,320-52.8% | $3,192-36.2% |
| Admin fee / account holder | $1,255 | $4,265-70.6% | $6,269-80.0% | $4,297-70.8% |