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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 | $8,934 | $45,872-80.5% | $77,096-88.4% | $68,486-87.0% |
| Participation rate | 87.7% | 55.9%+31.8pp | 67.9%+19.8pp | 67.9%+19.8pp |
| Annual return | -20.28% | 1.73%-22.0pp | 42.35%-62.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,030 | $1,650+23.1% | $2,814-27.9% | $2,597-21.8% |
| Participant deferral / active EE | $3,889 | $2,963+31.3% | $4,429-12.2% | $4,028-3.4% |
| Admin fee / account holder | $875 | $3,041-71.2% | $5,428-83.9% | $5,404-83.8% |