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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 | $24,184 | $42,910-43.6% | $60,919-60.3% | $68,490-64.7% |
| Participation rate | 70.7% | 66.8%+3.9pp | 73.1%-2.4pp | 67.9%+2.8pp |
| Annual return | -21.76% | -13.99%-7.8pp | 16.96%-38.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $523 | $1,978-73.6% | $2,704-80.7% | $2,597-79.9% |
| Participant deferral / active EE | $3,459 | $2,866+20.7% | $3,814-9.3% | $4,028-14.1% |
| Admin fee / account holder | $1,616 | $3,104-48.0% | $3,228-49.9% | $5,403-70.1% |