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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 | $14,903 | $48,267-69.1% | $68,808-78.3% | $68,486-78.2% |
| Participation rate | 96.0% | 60.7%+35.3pp | 69.0%+27.0pp | 67.9%+28.1pp |
| Annual return | -21.35% | -12.70%-8.6pp | -6.37%-15.0pp | -7.85%-13.5pp |
| Employer contribution / active EE | $2,098 | $1,829+14.7% | $2,656-21.0% | $2,597-19.2% |
| Participant deferral / active EE | $5,170 | $2,867+80.3% | $3,942+31.2% | $4,028+28.4% |
| Admin fee / account holder | $1,044 | $4,362-76.1% | $4,936-78.8% | $5,404-80.7% |