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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 | $50,181 | $67,411-25.6% | $91,004-44.9% | $70,126-28.4% |
| Participation rate | 82.8% | 71.4%+11.4pp | 75.6%+7.2pp | 69.5%+13.2pp |
| Annual return | -1.34% | -40.16%+38.8pp | 4.60%-5.9pp | 73.15%-74.5pp |
| Employer contribution / active EE | $1,684 | $1,786-5.7% | $2,456-31.4% | $2,343-28.1% |
| Participant deferral / active EE | $3,080 | $2,823+9.1% | $3,548-13.2% | $3,332-7.5% |
| Admin fee / account holder | $1,000 | $4,236-76.4% | $5,417-81.5% | $4,645-78.5% |