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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 | $30,319 | $65,712-53.9% | $57,196-47.0% | $273,972-88.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -3.15% | 22.01%-25.2pp | 14.59%-17.7pp | 41.46%-44.6pp |
| Employer contribution / active EE | $1,692 | $3,280-48.4% | $2,683-36.9% | $4,869-65.2% |
| Participant deferral / active EE | $2,399 | $3,782-36.6% | $3,096-22.5% | $5,287-54.6% |
| Admin fee / account holder | $2,413 | $4,838-50.1% | $3,141-23.2% | $10,133-76.2% |