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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 | $57,026 | $71,872-20.7% | $86,691-34.2% | $68,495-16.7% |
| Participation rate | 72.1% | 72.2%-0.1pp | 76.6%-4.5pp | 67.9%+4.2pp |
| Annual return | -21.12% | 3.53%-24.6pp | 35.94%-57.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,959 | $2,173-9.9% | $2,837-31.0% | $2,596-24.6% |
| Participant deferral / active EE | $3,049 | $3,779-19.3% | $4,656-34.5% | $4,028-24.3% |
| Admin fee / account holder | $6,304 | $6,112+3.1% | $7,492-15.9% | $5,403+16.7% |