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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 | $24,382 | $43,075-43.4% | $74,577-67.3% | $62,881-61.2% |
| Participation rate | 75.8% | 58.1%+17.7pp | 68.1%+7.6pp | 69.3%+6.5pp |
| Annual return | -3.96% | 17.50%-21.5pp | 20.47%-24.4pp | 20.14%-24.1pp |
| Employer contribution / active EE | $1,592 | $1,498+6.3% | $2,525-36.9% | $2,281-30.2% |
| Participant deferral / active EE | $3,684 | $2,389+54.2% | $3,458+6.5% | $3,203+15.0% |
| Admin fee / account holder | $1,484 | $2,840-47.7% | $4,138-64.1% | $4,296-65.4% |