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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 | $21,200 | $82,324-74.2% | $68,803-69.2% | $134,545-84.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -22.30% | -2.17%-20.1pp | -6.37%-15.9pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,292 | $3,302-60.9% | $2,656-51.4% | $4,742-72.8% |
| Participant deferral / active EE | $4,079 | $4,740-13.9% | $3,942+3.5% | $6,401-36.3% |
| Admin fee / account holder | $3,058 | $6,485-52.8% | $4,936-38.0% | $11,431-73.2% |