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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 | $23,496 | $72,388-67.5% | $111,392-78.9% | $64,181-63.4% |
| Participation rate | 96.8% | 70.5%+26.3pp | 78.9%+17.9pp | 69.6%+27.2pp |
| Annual return | -10.21% | -1.50%-8.7pp | -2.06%-8.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $5,945 | $3,000+98.2% | $4,328+37.4% | $2,381+149.7% |
| Participant deferral / active EE | $7,493 | $4,241+76.7% | $5,567+34.6% | $3,470+116.0% |
| Admin fee / account holder | $1,337 | $5,719-76.6% | $12,266-89.1% | $4,887-72.6% |