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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 | $12,492 | $73,839-83.1% | $143,788-91.3% | $68,495-81.8% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -20.10% | 1.01%-21.1pp | -0.03%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,433 | $3,184+7.8% | $4,952-30.7% | $2,596+32.2% |
| Participant deferral / active EE | $1,428 | $3,384-57.8% | $5,638-74.7% | $4,028-64.6% |
| Admin fee / account holder | $1,077 | $5,755-81.3% | $14,675-92.7% | $5,403-80.1% |