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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 | $39,713 | $53,162-25.3% | $91,225-56.5% | $68,495-42.0% |
| Participation rate | 88.9% | 63.2%+25.7pp | 73.2%+15.7pp | 67.9%+21.0pp |
| Annual return | -23.81% | -3.14%-20.7pp | 114.10%-137.9pp | -7.84%-16.0pp |
| Employer contribution / active EE | $7,037 | $1,709+311.7% | $2,851+146.8% | $2,596+171.0% |
| Participant deferral / active EE | $8,831 | $2,974+197.0% | $4,234+108.6% | $4,028+119.3% |
| Admin fee / account holder | $931 | $4,493-79.3% | $5,422-82.8% | $5,403-82.8% |