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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 | $44,859 | $61,660-27.2% | $80,022-43.9% | $64,173-30.1% |
| Participation rate | 78.8% | 71.7%+7.1pp | 75.8%+3.0pp | 69.6%+9.2pp |
| Annual return | -9.91% | -0.33%-9.6pp | 11.22%-21.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,537 | $1,810-15.1% | $2,468-37.7% | $2,381-35.4% |
| Participant deferral / active EE | $2,737 | $2,968-7.8% | $3,686-25.7% | $3,470-21.1% |
| Admin fee / account holder | $972 | $5,417-82.1% | $6,521-85.1% | $4,887-80.1% |