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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 | $50,386 | $124,346-59.5% | $111,308-54.7% | $167,536-69.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | -0.24% | 37.45%-37.7pp | 54.67%-54.9pp | 478.82%-479.1pp |
| Employer contribution / active EE | $1,698 | $3,437-50.6% | $2,732-37.9% | $4,839-64.9% |
| Participant deferral / active EE | $2,959 | $5,182-42.9% | $4,487-34.1% | $6,342-53.3% |
| Admin fee / account holder | $807 | $10,621-92.4% | $7,965-89.9% | $12,315-93.4% |