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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 | $24,097 | $76,401-68.5% | $106,387-77.3% | $64,173-62.4% |
| Participation rate | 96.1% | 73.5%+22.5pp | 77.5%+18.6pp | 69.6%+26.5pp |
| Annual return | -7.80% | -2.19%-5.6pp | 0.25%-8.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,478 | $2,680-44.8% | $3,520-58.0% | $2,381-37.9% |
| Participant deferral / active EE | $2,231 | $4,274-47.8% | $5,421-58.9% | $3,470-35.7% |
| Admin fee / account holder | $865 | $4,610-81.2% | $7,510-88.5% | $4,887-82.3% |