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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 | $30,059 | $71,878-58.2% | $86,698-65.3% | $68,486-56.1% |
| Participation rate | 85.4% | 72.2%+13.1pp | 76.6%+8.8pp | 67.9%+17.5pp |
| Annual return | -20.05% | 3.53%-23.6pp | 35.95%-56.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,563 | $2,173+17.9% | $2,837-9.6% | $2,597-1.3% |
| Participant deferral / active EE | $5,874 | $3,779+55.4% | $4,656+26.2% | $4,028+45.8% |
| Admin fee / account holder | $6,849 | $6,113+12.0% | $7,493-8.6% | $5,404+26.7% |