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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 | $55,341 | $41,981+31.8% | $63,412-12.7% | $59,633-7.2% |
| Participation rate | 75.8% | 60.3%+15.5pp | 67.1%+8.7pp | 68.7%+7.1pp |
| Annual return | -2.87% | 13.04%-15.9pp | 4.04%-6.9pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $561 | $1,287-56.4% | $1,814-69.1% | $2,203-74.5% |
| Participant deferral / active EE | $3,008 | $2,002+50.3% | $2,496+20.5% | $3,192-5.8% |
| Admin fee / account holder | $13,022 | $3,509+271.1% | $3,753+247.0% | $4,297+203.1% |