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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 | $27,863 | $91,198-69.4% | $178,503-84.4% | $79,856-65.1% |
| Participation rate | 83.1% | 69.2%+13.9pp | 81.9%+1.2pp | 69.6%+13.5pp |
| Annual return | -0.89% | 24.20%-25.1pp | 151.12%-152.0pp | 31.71%-32.6pp |
| Employer contribution / active EE | $1,419 | $3,257-56.4% | $5,011-71.7% | $2,471-42.6% |
| Participant deferral / active EE | $3,462 | $3,237+7.0% | $5,202-33.5% | $3,741-7.5% |
| Admin fee / account holder | $555 | $6,748-91.8% | $13,987-96.0% | $5,306-89.5% |