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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 | $58,466 | $142,361-58.9% | $119,608-51.1% | $134,509-56.5% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -20.64% | -12.46%-8.2pp | -14.98%-5.7pp | 418.13%-438.8pp |
| Employer contribution / active EE | $2,193 | $5,224-58.0% | $4,232-48.2% | $4,741-53.7% |
| Participant deferral / active EE | $6,518 | $6,468+0.8% | $5,601+16.4% | $6,400+1.8% |
| Admin fee / account holder | $481 | $13,588-96.5% | $10,326-95.3% | $11,427-95.8% |