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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 | $32,026 | $42,910-25.4% | $60,919-47.4% | $68,490-53.2% |
| Participation rate | 74.4% | 66.8%+7.6pp | 73.1%+1.3pp | 67.9%+6.5pp |
| Annual return | -18.83% | -13.99%-4.8pp | 16.96%-35.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,109 | $1,978+6.6% | $2,704-22.0% | $2,597-18.8% |
| Participant deferral / active EE | $5,336 | $2,866+86.2% | $3,814+39.9% | $4,028+32.5% |
| Admin fee / account holder | $662 | $3,104-78.7% | $3,228-79.5% | $5,403-87.7% |