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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 | $25,717 | $73,009-64.8% | $90,760-71.7% | $68,486-62.4% |
| Participation rate | 98.2% | 70.8%+27.4pp | 75.7%+22.6pp | 67.9%+30.4pp |
| Annual return | -18.84% | -13.81%-5.0pp | -12.16%-6.7pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,353 | $2,193-38.3% | $2,922-53.7% | $2,597-47.9% |
| Participant deferral / active EE | $3,601 | $3,626-0.7% | $4,565-21.1% | $4,028-10.6% |
| Admin fee / account holder | $403 | $5,896-93.2% | $8,444-95.2% | $5,404-92.5% |