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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 | $21,594 | $73,863-70.8% | $143,797-85.0% | $68,490-68.5% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -23.07% | 0.91%-24.0pp | -0.04%-23.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $766 | $3,185-76.0% | $4,952-84.5% | $2,597-70.5% |
| Participant deferral / active EE | $3,479 | $3,385+2.8% | $5,638-38.3% | $4,028-13.6% |
| Admin fee / account holder | $627 | $5,756-89.1% | $14,679-95.7% | $5,403-88.4% |