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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 | $39,552 | $65,703-39.8% | $94,228-58.0% | $59,633-33.7% |
| Participation rate | 90.4% | 72.1%+18.3pp | 78.8%+11.6pp | 68.7%+21.7pp |
| Annual return | -2.68% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $1,442 | $2,021-28.6% | $3,587-59.8% | $2,203-34.5% |
| Participant deferral / active EE | $2,299 | $3,143-26.8% | $4,320-46.8% | $3,192-28.0% |
| Admin fee / account holder | $6,520 | $4,264+52.9% | $6,269+4.0% | $4,297+51.7% |