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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 | $38,532 | $59,819-35.6% | $79,583-51.6% | $68,490-43.7% |
| Participation rate | 86.2% | 61.1%+25.1pp | 69.5%+16.7pp | 67.9%+18.3pp |
| Annual return | -25.83% | -12.30%-13.5pp | 0.16%-26.0pp | -7.85%-18.0pp |
| Employer contribution / active EE | $548 | $1,505-63.6% | $2,414-77.3% | $2,597-78.9% |
| Participant deferral / active EE | $2,762 | $3,025-8.7% | $3,986-30.7% | $4,028-31.4% |
| Admin fee / account holder | $3,498 | $4,835-27.7% | $6,835-48.8% | $5,403-35.3% |