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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 | $37,406 | $140,592-73.4% | $123,105-69.6% | $125,389-70.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -4.78% | 16.80%-21.6pp | 13.22%-18.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,400 | $6,980-22.6% | $6,229-13.3% | $5,352+0.9% |
| Admin fee / account holder | $1,158 | $11,198-89.7% | $9,014-87.2% | $9,541-87.9% |