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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 | $33,408 | $52,678-36.6% | $75,784-55.9% | $59,633-44.0% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.8%+12.7pp | 68.7%+19.8pp |
| Annual return | -4.51% | 2.95%-7.5pp | 9.68%-14.2pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $2,152 | $2,193-1.9% | $3,323-35.2% | $2,203-2.3% |
| Participant deferral / active EE | $4,111 | $2,591+58.7% | $3,652+12.6% | $3,192+28.8% |
| Admin fee / account holder | $1,835 | $3,610-49.2% | $5,300-65.4% | $4,297-57.3% |