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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 | $63,809-65.7% | $81,353-73.1% | $80,935-73.0% |
| Participation rate | 83.0% | 63.9%+19.1pp | 69.5%+13.4pp | 67.7%+15.3pp |
| Annual return | -1.40% | 16.37%-17.8pp | 24.82%-26.2pp | 35.66%-37.1pp |
| Employer contribution / active EE | $4,554 | $1,981+129.9% | $2,464+84.8% | $2,757+65.2% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,138 | $5,686-62.4% | $5,766-62.9% | $6,924-69.1% |