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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 | $75,258 | $81,843-8.0% | $119,628-37.1% | $68,494+9.9% |
| Participation rate | 70.0% | 71.9%-1.9pp | 79.3%-9.3pp | 67.9%+2.1pp |
| Annual return | -19.78% | -23.82%+4.0pp | -14.98%-4.8pp | -7.86%-11.9pp |
| Employer contribution / active EE | $2,107 | $2,692-21.7% | $4,232-50.2% | $2,597-18.9% |
| Participant deferral / active EE | $3,220 | $4,148-22.4% | $5,601-42.5% | $4,028-20.0% |
| Admin fee / account holder | $3,605 | $6,584-45.2% | $10,330-65.1% | $5,403-33.3% |