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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 | $28,198 | $54,162-47.9% | $68,612-58.9% | $64,173-56.1% |
| Participation rate | 74.6% | 68.1%+6.5pp | 72.2%+2.4pp | 69.6%+5.0pp |
| Annual return | -9.09% | -1.62%-7.5pp | -4.63%-4.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,025 | $1,846+9.7% | $2,625-22.8% | $2,381-14.9% |
| Participant deferral / active EE | $4,057 | $2,626+54.5% | $3,311+22.5% | $3,470+16.9% |
| Admin fee / account holder | $2,186 | $4,029-45.7% | $5,131-57.4% | $4,887-55.3% |