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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 | $37,335 | $147,167-74.6% | $111,392-66.5% | $135,380-72.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -9.40% | -4.44%-5.0pp | -2.06%-7.3pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,810 | $5,204-65.2% | $4,328-58.2% | $4,779-62.1% |
| Participant deferral / active EE | $5,369 | $6,565-18.2% | $5,567-3.6% | $5,609-4.3% |
| Admin fee / account holder | $864 | $20,270-95.7% | $12,266-93.0% | $10,828-92.0% |