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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 | $72,008 | $52,911+36.1% | $73,309-1.8% | $59,633+20.8% |
| Participation rate | 78.8% | 68.2%+10.6pp | 74.9%+3.9pp | 68.7%+10.1pp |
| Annual return | -2.77% | 12.20%-15.0pp | 5.67%-8.4pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,702 | $4,069+40.1% | $4,991+14.3% | $3,192+78.7% |
| Admin fee / account holder | $3,649 | $3,835-4.8% | $5,635-35.2% | $4,297-15.1% |