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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 | $8,437 | $25,979-67.5% | $71,755-88.2% | $68,486-87.7% |
| Participation rate | 89.2% | 54.5%+34.7pp | 62.3%+26.9pp | 67.9%+21.3pp |
| Annual return | -19.91% | -15.10%-4.8pp | 9.09%-29.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,214 | $900+34.8% | $1,704-28.7% | $2,597-53.3% |
| Participant deferral / active EE | $3,181 | $1,522+109.0% | $2,656+19.8% | $4,028-21.0% |
| Admin fee / account holder | $395 | $2,022-80.5% | $3,972-90.1% | $5,404-92.7% |