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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 | $7,925 | $48,267-83.6% | $68,808-88.5% | $68,486-88.4% |
| Participation rate | 81.3% | 60.7%+20.6pp | 69.0%+12.2pp | 67.9%+13.4pp |
| Annual return | -23.76% | -12.70%-11.1pp | -6.37%-17.4pp | -7.85%-15.9pp |
| Employer contribution / active EE | $1,700 | $1,829-7.1% | $2,656-36.0% | $2,597-34.5% |
| Participant deferral / active EE | $1,441 | $2,867-49.7% | $3,942-63.4% | $4,028-64.2% |
| Admin fee / account holder | $706 | $4,362-83.8% | $4,936-85.7% | $5,404-86.9% |