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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 | $45,761 | $140,578-67.4% | $100,671-54.5% | $125,389-63.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -6.77% | 24.67%-31.4pp | 20.43%-27.2pp | 282.24%-289.0pp |
| Employer contribution / active EE | $2,747 | $5,965-54.0% | $4,012-31.5% | $4,866-43.6% |
| Participant deferral / active EE | $3,813 | $3,981-4.2% | $3,144+21.3% | $5,352-28.7% |
| Admin fee / account holder | $5,744 | $6,716-14.5% | $4,850+18.4% | $9,541-39.8% |