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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 | $53,890 | $81,870-34.2% | $119,622-54.9% | $68,486-21.3% |
| Participation rate | 72.9% | 71.9%+1.0pp | 79.3%-6.3pp | 67.9%+5.0pp |
| Annual return | -20.70% | -23.82%+3.1pp | -14.98%-5.7pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,725 | $2,692-35.9% | $4,232-59.2% | $2,597-33.6% |
| Participant deferral / active EE | $3,243 | $4,148-21.8% | $5,601-42.1% | $4,028-19.5% |
| Admin fee / account holder | $595 | $6,583-91.0% | $10,328-94.2% | $5,404-89.0% |