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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 | $63,124 | $45,872+37.6% | $77,081-18.1% | $68,495-7.8% |
| Participation rate | 78.6% | 55.9%+22.6pp | 67.9%+10.7pp | 67.9%+10.7pp |
| Annual return | -21.65% | 1.73%-23.4pp | 42.33%-64.0pp | -7.84%-13.8pp |
| Employer contribution / active EE | $2,114 | $1,650+28.2% | $2,813-24.8% | $2,596-18.6% |
| Participant deferral / active EE | $4,372 | $2,963+47.6% | $4,428-1.3% | $4,028+8.6% |
| Admin fee / account holder | $1,853 | $3,041-39.1% | $5,427-65.9% | $5,403-65.7% |