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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 | $32,102 | $71,873-55.3% | $86,698-63.0% | $68,490-53.1% |
| Participation rate | 75.9% | 72.2%+3.6pp | 76.6%-0.7pp | 67.9%+8.0pp |
| Annual return | -21.90% | 3.54%-25.4pp | 35.96%-57.9pp | -7.85%-14.0pp |
| Employer contribution / active EE | $3,314 | $2,173+52.5% | $2,837+16.8% | $2,597+27.6% |
| Participant deferral / active EE | $9,059 | $3,779+139.7% | $4,656+94.6% | $4,028+124.9% |
| Admin fee / account holder | $3,790 | $6,110-38.0% | $7,492-49.4% | $5,403-29.9% |