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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 | $26,113 | $54,380-52.0% | $68,509-61.9% | $59,633-56.2% |
| Participation rate | 72.2% | 70.2%+2.0pp | 74.7%-2.5pp | 68.7%+3.6pp |
| Annual return | -2.65% | 2.83%-5.5pp | 8.27%-10.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $899 | $1,539-41.5% | $2,278-60.5% | $2,203-59.2% |
| Participant deferral / active EE | $1,499 | $2,643-43.3% | $3,382-55.7% | $3,192-53.0% |
| Admin fee / account holder | $1,302 | $3,885-66.5% | $5,275-75.3% | $4,297-69.7% |