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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 | $32,304 | $50,947-36.6% | $74,551-56.7% | $64,173-49.7% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.1%+4.9pp | 69.6%+4.5pp |
| Annual return | -8.36% | -1.85%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,337 | $1,115+19.9% | $1,961-31.8% | $2,381-43.8% |
| Participant deferral / active EE | $2,758 | $2,302+19.8% | $3,108-11.3% | $3,470-20.5% |
| Admin fee / account holder | $1,192 | $4,221-71.8% | $5,059-76.4% | $4,887-75.6% |