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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 | $41,881 | $77,817-46.2% | $123,553-66.1% | $64,173-34.7% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -8.38% | 12.49%-20.9pp | 119.21%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,691 | $3,014+22.5% | $4,628-20.2% | $2,381+55.0% |
| Participant deferral / active EE | $7,976 | $5,240+52.2% | $6,426+24.1% | $3,470+129.9% |
| Admin fee / account holder | $409 | $5,519-92.6% | $9,284-95.6% | $4,887-91.6% |