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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 | $37,330 | $77,817-52.0% | $123,553-69.8% | $64,173-41.8% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.4pp |
| Annual return | -8.51% | 12.49%-21.0pp | 119.21%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,504 | $3,014-16.9% | $4,628-45.9% | $2,381+5.2% |
| Participant deferral / active EE | $5,489 | $5,240+4.7% | $6,426-14.6% | $3,470+58.2% |
| Admin fee / account holder | $2,556 | $5,519-53.7% | $9,284-72.5% | $4,887-47.7% |