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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 | $8,290 | $25,014-66.9% | $69,632-88.1% | $80,959-89.8% |
| Participation rate | 92.3% | 64.2%+28.1pp | 66.4%+25.9pp | 67.7%+24.6pp |
| Annual return | -1.61% | 19.08%-20.7pp | 101.32%-102.9pp | 35.67%-37.3pp |
| Employer contribution / active EE | $1,373 | $991+38.5% | $1,708-19.6% | $2,757-50.2% |
| Participant deferral / active EE | $2,296 | $1,840+24.8% | $2,889-20.5% | $4,300-46.6% |
| Admin fee / account holder | $836 | $2,491-66.4% | $4,695-82.2% | $6,925-87.9% |