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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 | $20,882 | $45,438-54.0% | $80,004-73.9% | $59,633-65.0% |
| Participation rate | 78.8% | 63.7%+15.1pp | 73.0%+5.8pp | 68.7%+10.2pp |
| Annual return | -3.94% | 5.10%-9.0pp | 7.63%-11.6pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $2,784 | $1,236+125.3% | $2,473+12.6% | $2,203+26.4% |
| Participant deferral / active EE | $6,035 | $2,231+170.5% | $3,204+88.4% | $3,192+89.1% |
| Admin fee / account holder | $458 | $3,464-86.8% | $5,033-90.9% | $4,297-89.3% |