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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 | $42,108 | $92,219-54.3% | $76,767-45.1% | $135,380-68.9% |
| Participation rate | 81.0% | 79.8%+1.2pp | 77.0%+4.0pp | 82.6%-1.7pp |
| Annual return | -9.54% | 5.46%-15.0pp | 2.43%-12.0pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,465 | $3,216-54.5% | $2,485-41.1% | $4,779-69.4% |
| Participant deferral / active EE | $5,250 | $4,508+16.4% | $3,852+36.3% | $5,609-6.4% |
| Admin fee / account holder | $351 | $10,749-96.7% | $6,675-94.7% | $10,828-96.8% |