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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 | $26,038 | $42,383-38.6% | $76,523-66.0% | $64,181-59.4% |
| Participation rate | 86.5% | 58.1%+28.4pp | 68.0%+18.5pp | 69.6%+16.9pp |
| Annual return | -9.94% | -16.54%+6.6pp | -0.27%-9.7pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,332 | $1,563+49.2% | $2,647-11.9% | $2,381-2.1% |
| Participant deferral / active EE | $3,668 | $2,566+42.9% | $3,835-4.4% | $3,470+5.7% |
| Admin fee / account holder | $1,691 | $3,198-47.1% | $4,848-65.1% | $4,887-65.4% |