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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 | $38,035 | $72,177-47.3% | $115,038-66.9% | $59,633-36.2% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -2.97% | 12.02%-15.0pp | 26.14%-29.1pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $4,186 | $2,841+47.3% | $4,608-9.2% | $2,203+90.0% |
| Participant deferral / active EE | $7,644 | $4,783+59.8% | $6,026+26.8% | $3,192+139.5% |
| Admin fee / account holder | $5,774 | $4,927+17.2% | $8,175-29.4% | $4,297+34.4% |