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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 | $36,924 | $77,817-52.6% | $123,553-70.1% | $64,173-42.5% |
| Participation rate | 87.1% | 74.7%+12.3pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -8.87% | 12.49%-21.4pp | 119.21%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,294 | $5,240+58.3% | $6,426+29.1% | $3,470+139.0% |
| Admin fee / account holder | $1,900 | $5,519-65.6% | $9,284-79.5% | $4,887-61.1% |