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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 | $74,363 | $59,111+25.8% | $86,451-14.0% | $68,490+8.6% |
| Participation rate | 75.8% | 75.2%+0.5pp | 80.3%-4.6pp | 67.9%+7.9pp |
| Annual return | -20.16% | -0.22%-19.9pp | 4398.51%-4418.7pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,656 | $2,519+5.5% | $3,770-29.5% | $2,597+2.3% |
| Participant deferral / active EE | $4,530 | $5,900-23.2% | $6,953-34.8% | $4,028+12.5% |
| Admin fee / account holder | $1,601 | $5,640-71.6% | $6,734-76.2% | $5,403-70.4% |