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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 | $24,057 | $71,872-66.5% | $86,691-72.2% | $68,495-64.9% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -20.32% | 3.53%-23.9pp | 35.94%-56.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,159 | $2,173-0.6% | $2,837-23.9% | $2,596-16.8% |
| Participant deferral / active EE | $4,336 | $3,779+14.7% | $4,656-6.9% | $4,028+7.7% |
| Admin fee / account holder | $384 | $6,112-93.7% | $7,492-94.9% | $5,403-92.9% |