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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 | $82,288-74.2% | $68,790-69.2% | $134,493-84.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -22.30% | -2.19%-20.1pp | -6.38%-15.9pp | 418.01%-440.3pp |
| Employer contribution / active EE | $1,292 | $3,301-60.9% | $2,655-51.3% | $4,740-72.7% |
| Participant deferral / active EE | $4,079 | $4,738-13.9% | $3,941+3.5% | $6,400-36.3% |
| Admin fee / account holder | $3,058 | $6,482-52.8% | $4,934-38.0% | $11,425-73.2% |