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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 | $139,368 | $167,362-16.7% | $143,799-3.1% | $134,532+3.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -20.50% | 0.47%-21.0pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,163 | $5,620-61.5% | $4,952-56.3% | $4,741-54.4% |
| Participant deferral / active EE | $9,089 | $6,447+41.0% | $5,638+61.2% | $6,401+42.0% |
| Admin fee / account holder | $1,447 | $18,094-92.0% | $14,677-90.1% | $11,429-87.3% |