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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 | $38,979 | $59,834-34.9% | $79,576-51.0% | $68,495-43.1% |
| Participation rate | 72.9% | 61.1%+11.9pp | 69.5%+3.4pp | 67.9%+5.0pp |
| Annual return | -19.69% | -12.30%-7.4pp | 0.15%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,013 | $1,505-32.7% | $2,413-58.0% | $2,596-61.0% |
| Participant deferral / active EE | $3,165 | $3,024+4.6% | $3,985-20.6% | $4,028-21.4% |
| Admin fee / account holder | $4,735 | $4,835-2.1% | $6,834-30.7% | $5,403-12.4% |