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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 | $49,106 | $77,817-36.9% | $123,553-60.3% | $64,173-23.5% |
| Participation rate | 71.9% | 74.7%-2.8pp | 82.3%-10.4pp | 69.6%+2.4pp |
| Annual return | -9.94% | 12.49%-22.4pp | 119.21%-129.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,755 | $3,014-8.6% | $4,628-40.5% | $2,381+15.7% |
| Participant deferral / active EE | $4,240 | $5,240-19.1% | $6,426-34.0% | $3,470+22.2% |
| Admin fee / account holder | $644 | $5,519-88.3% | $9,284-93.1% | $4,887-86.8% |