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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 | $32,407 | $71,878-54.9% | $86,698-62.6% | $68,486-52.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -21.60% | 3.53%-25.1pp | 35.95%-57.6pp | -7.85%-13.7pp |
| Employer contribution / active EE | $2,583 | $2,173+18.9% | $2,837-8.9% | $2,597-0.5% |
| Participant deferral / active EE | $4,148 | $3,779+9.8% | $4,656-10.9% | $4,028+3.0% |
| Admin fee / account holder | $4,340 | $6,113-29.0% | $7,493-42.1% | $5,404-19.7% |