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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 | $21,522 | $54,162-60.3% | $68,612-68.6% | $64,173-66.5% |
| Participation rate | 96.8% | 68.1%+28.7pp | 72.2%+24.5pp | 69.6%+27.2pp |
| Annual return | -12.53% | -1.62%-10.9pp | -4.63%-7.9pp | 7.63%-20.2pp |
| Employer contribution / active EE | $2,574 | $1,846+39.4% | $2,625-1.9% | $2,381+8.1% |
| Participant deferral / active EE | $4,756 | $2,626+81.1% | $3,311+43.6% | $3,470+37.1% |
| Admin fee / account holder | $1,082 | $4,029-73.2% | $5,131-78.9% | $4,887-77.9% |