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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 | $45,738 | $88,707-48.4% | $74,184-38.3% | $273,972-83.3% |
| Participation rate | 72.2% | 79.4%-7.2pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | -1.70% | 11.94%-13.6pp | 17.74%-19.4pp | 41.46%-43.2pp |
| Employer contribution / active EE | $2,328 | $3,159-26.3% | $2,370-1.8% | $4,869-52.2% |
| Participant deferral / active EE | $3,252 | $4,212-22.8% | $3,550-8.4% | $5,287-38.5% |
| Admin fee / account holder | $964 | $8,717-88.9% | $5,586-82.7% | $10,133-90.5% |