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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 | $91,160 | $82,028+11.1% | $123,105-25.9% | $59,633+52.9% |
| Participation rate | 92.3% | 83.2%+9.1pp | 86.8%+5.5pp | 68.7%+23.6pp |
| Annual return | -1.99% | 5.12%-7.1pp | 13.22%-15.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,541 | $4,667-2.7% | $6,229-27.1% | $3,192+42.3% |
| Admin fee / account holder | $1,114 | $5,879-81.0% | $9,014-87.6% | $4,297-74.1% |