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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 | $24,728 | $64,719-61.8% | $112,249-78.0% | $68,486-63.9% |
| Participation rate | 70.4% | 67.2%+3.2pp | 75.1%-4.7pp | 67.9%+2.5pp |
| Annual return | -21.81% | -11.40%-10.4pp | 27.48%-49.3pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,042 | $2,747-25.6% | $3,636-43.8% | $2,597-21.4% |
| Participant deferral / active EE | $4,001 | $3,565+12.2% | $4,729-15.4% | $4,028-0.7% |
| Admin fee / account holder | $2,367 | $5,232-54.8% | $6,412-63.1% | $5,404-56.2% |