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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 | $24,849 | $39,126-36.5% | $57,181-56.5% | $62,891-60.5% |
| Participation rate | 79.3% | 70.5%+8.8pp | 75.3%+4.0pp | 69.3%+10.0pp |
| Annual return | -1.27% | 9.24%-10.5pp | 14.59%-15.9pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,377 | $1,874-26.5% | $2,682-48.7% | $2,281-39.6% |
| Participant deferral / active EE | $6,390 | $2,374+169.1% | $3,096+106.4% | $3,203+99.5% |
| Admin fee / account holder | $1,884 | $2,593-27.3% | $3,139-40.0% | $4,296-56.1% |