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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 | $34,660 | $49,249-29.6% | $70,476-50.8% | $79,852-56.6% |
| Participation rate | 95.5% | 69.2%+26.3pp | 75.1%+20.4pp | 69.6%+25.8pp |
| Annual return | -1.16% | 30.09%-31.3pp | 109.12%-110.3pp | 31.72%-32.9pp |
| Employer contribution / active EE | $1,064 | $2,100-49.3% | $2,738-61.1% | $2,471-56.9% |
| Participant deferral / active EE | $4,234 | $2,769+52.9% | $3,710+14.1% | $3,740+13.2% |
| Admin fee / account holder | $1,569 | $2,878-45.5% | $3,847-59.2% | $5,306-70.4% |