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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 | $77,010 | $72,273+6.6% | $101,275-24.0% | $79,856-3.6% |
| Participation rate | 72.9% | 68.5%+4.5pp | 75.8%-2.9pp | 69.6%+3.3pp |
| Annual return | -3.77% | 22.30%-26.1pp | 46.48%-50.3pp | 31.71%-35.5pp |
| Employer contribution / active EE | $1,095 | $2,691-59.3% | $3,660-70.1% | $2,471-55.7% |
| Participant deferral / active EE | $3,154 | $3,282-3.9% | $4,371-27.8% | $3,741-15.7% |
| Admin fee / account holder | $9,368 | $4,401+112.9% | $5,948+57.5% | $5,306+76.5% |