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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 | $50,968 | $72,620-29.8% | $90,760-43.8% | $66,938-23.9% |
| Participation rate | 78.4% | 73.7%+4.7pp | 75.7%+2.7pp | 69.8%+8.6pp |
| Annual return | -19.16% | -12.28%-6.9pp | -12.16%-7.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,068 | $2,369-54.9% | $2,922-63.5% | $2,545-58.1% |
| Participant deferral / active EE | $4,195 | $3,979+5.4% | $4,565-8.1% | $4,238-1.0% |
| Admin fee / account holder | $7,551 | $707+967.5% | $8,444-10.6% | $594+1172.2% |