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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 | $37,564 | $61,755-39.2% | $97,161-61.3% | $80,911-53.6% |
| Participation rate | 81.6% | 63.5%+18.2pp | 72.7%+8.9pp | 67.6%+14.0pp |
| Annual return | 9.85% | -557.90%+567.8pp | 75.36%-65.5pp | 35.63%-25.8pp |
| Employer contribution / active EE | $754 | $1,835-58.9% | $2,723-72.3% | $2,756-72.6% |
| Participant deferral / active EE | $3,121 | $3,026+3.1% | $4,265-26.8% | $4,297-27.4% |
| Admin fee / account holder | $4,604 | $5,166-10.9% | $5,647-18.5% | $6,935-33.6% |