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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 | $41,565 | $153,311-72.9% | $109,313-62.0% | $273,972-84.8% |
| Participation rate | 71.4% | 80.1%-8.7pp | 71.3%+0.2pp | 83.0%-11.6pp |
| Annual return | -2.68% | 29.86%-32.5pp | 22.07%-24.8pp | 41.46%-44.1pp |
| Employer contribution / active EE | $1,132 | $5,619-79.9% | $3,892-70.9% | $4,869-76.7% |
| Participant deferral / active EE | $3,353 | $3,932-14.7% | $3,166+5.9% | $5,287-36.6% |
| Admin fee / account holder | $1,091 | $8,076-86.5% | $5,666-80.8% | $10,133-89.2% |