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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 | $27,184 | $50,947-46.6% | $74,551-63.5% | $64,173-57.6% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.1%+14.2pp | 69.6%+13.8pp |
| Annual return | -8.19% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,008 | $1,115+169.7% | $1,961+53.4% | $2,381+26.4% |
| Participant deferral / active EE | $5,881 | $2,302+155.5% | $3,108+89.2% | $3,470+69.5% |
| Admin fee / account holder | $344 | $4,221-91.9% | $5,059-93.2% | $4,887-93.0% |