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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 | $82,510 | $60,349+36.7% | $74,184+11.2% | $62,881+31.2% |
| Participation rate | 73.3% | 72.7%+0.6pp | 76.6%-3.3pp | 69.3%+4.0pp |
| Annual return | -0.68% | 21.38%-22.1pp | 17.74%-18.4pp | 20.14%-20.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,864 | $2,856+0.3% | $3,550-19.3% | $3,203-10.6% |
| Admin fee / account holder | $303 | $4,261-92.9% | $5,586-94.6% | $4,296-92.9% |