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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 | $21,434 | $58,587-63.4% | $83,322-74.3% | $64,173-66.6% |
| Participation rate | 79.4% | 72.0%+7.4pp | 77.8%+1.7pp | 69.6%+9.8pp |
| Annual return | -8.60% | 9.65%-18.3pp | 10.64%-19.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,222 | $2,098+5.9% | $3,379-34.2% | $2,381-6.7% |
| Participant deferral / active EE | $4,285 | $4,654-7.9% | $5,565-23.0% | $3,470+23.5% |
| Admin fee / account holder | $723 | $9,279-92.2% | $7,540-90.4% | $4,887-85.2% |