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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 | $21,864 | $64,462-66.1% | $81,482-73.2% | $80,911-73.0% |
| Participation rate | 83.0% | 63.9%+19.1pp | 69.5%+13.5pp | 67.6%+15.3pp |
| Annual return | -1.40% | 16.35%-17.8pp | 24.79%-26.2pp | 35.63%-37.0pp |
| Employer contribution / active EE | $4,554 | $1,979+130.1% | $2,463+84.9% | $2,756+65.2% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,138 | $5,678-62.3% | $5,761-62.9% | $6,935-69.2% |