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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 | $30,359 | $106,974-71.6% | $90,796-66.6% | $138,895-78.1% |
| Participation rate | 91.3% | 74.9%+16.4pp | 69.5%+21.8pp | 79.9%+11.4pp |
| Annual return | -2.17% | 20.10%-22.3pp | 19.29%-21.5pp | 145.39%-147.6pp |
| Employer contribution / active EE | $435 | $2,609-83.3% | $2,294-81.0% | $4,194-89.6% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,369 | $8,626-72.5% | $7,024-66.3% | $12,562-81.1% |