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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 | $33,410 | $42,383-21.2% | $76,518-56.3% | $64,173-47.9% |
| Participation rate | 93.2% | 58.1%+35.0pp | 68.0%+25.2pp | 69.6%+23.6pp |
| Annual return | -9.12% | -16.54%+7.4pp | -0.27%-8.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $3,692 | $1,563+136.2% | $2,647+39.5% | $2,381+55.1% |
| Participant deferral / active EE | $7,800 | $2,566+203.9% | $3,836+103.3% | $3,470+124.8% |
| Admin fee / account holder | $3,878 | $3,198+21.3% | $4,849-20.0% | $4,887-20.6% |