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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 | $35,498 | $64,729-45.2% | $112,263-68.4% | $68,490-48.2% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -25.59% | -11.40%-14.2pp | 27.49%-53.1pp | -7.85%-17.7pp |
| Employer contribution / active EE | $1,163 | $2,746-57.7% | $3,636-68.0% | $2,597-55.2% |
| Participant deferral / active EE | $3,589 | $3,566+0.7% | $4,729-24.1% | $4,028-10.9% |
| Admin fee / account holder | $646 | $5,222-87.6% | $6,410-89.9% | $5,403-88.0% |