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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 | $45,112 | $54,757-17.6% | $90,304-50.0% | $72,975-38.2% |
| Participation rate | 74.5% | 65.2%+9.4pp | 73.3%+1.2pp | 69.5%+5.0pp |
| Annual return | -5.79% | 30.63%-36.4pp | 78.13%-83.9pp | 81.01%-86.8pp |
| Employer contribution / active EE | $980 | $2,093-53.2% | $2,855-65.7% | $2,440-59.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,229 | $3,973-69.1% | $5,354-77.0% | $5,124-76.0% |