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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 | $61,118 | $69,977-12.7% | $108,582-43.7% | $62,881-2.8% |
| Participation rate | 83.3% | 72.9%+10.4pp | 79.6%+3.8pp | 69.3%+14.0pp |
| Annual return | 0.63% | 10.73%-10.1pp | -51.70%+52.3pp | 20.14%-19.5pp |
| Employer contribution / active EE | $1,654 | $2,135-22.5% | $3,758-56.0% | $2,281-27.5% |
| Participant deferral / active EE | $2,837 | $3,165-10.4% | $4,311-34.2% | $3,203-11.4% |
| Admin fee / account holder | $1,908 | $5,076-62.4% | $7,645-75.0% | $4,296-55.6% |