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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 | $28,096 | $42,909-34.5% | $60,906-53.9% | $68,486-59.0% |
| Participation rate | 81.8% | 66.8%+15.0pp | 73.1%+8.7pp | 67.9%+13.9pp |
| Annual return | -19.50% | -13.99%-5.5pp | 16.94%-36.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,901 | $1,979+46.6% | $2,703+7.3% | $2,597+11.7% |
| Participant deferral / active EE | $4,893 | $2,866+70.7% | $3,814+28.3% | $4,028+21.5% |
| Admin fee / account holder | $1,775 | $3,104-42.8% | $3,227-45.0% | $5,404-67.1% |