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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 | $34,820 | $86,701-59.8% | $73,309-52.5% | $125,389-72.2% |
| Participation rate | 92.9% | 78.6%+14.2pp | 74.9%+17.9pp | 83.2%+9.7pp |
| Annual return | -6.48% | 2.78%-9.3pp | 5.67%-12.2pp | 282.24%-288.7pp |
| Employer contribution / active EE | $2,686 | $4,152-35.3% | $3,237-17.0% | $4,866-44.8% |
| Participant deferral / active EE | $4,775 | $5,549-13.9% | $4,991-4.3% | $5,352-10.8% |
| Admin fee / account holder | $1,212 | $7,768-84.4% | $5,635-78.5% | $9,541-87.3% |