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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 | $55,877 | $82,678-32.4% | $125,391-55.4% | $68,490-18.4% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $2,587 | $3,382-23.5% | $4,816-46.3% | $2,597-0.4% |
| Participant deferral / active EE | $6,317 | $6,111+3.4% | $7,448-15.2% | $4,028+56.8% |
| Admin fee / account holder | $2,917 | $6,277-53.5% | $10,009-70.9% | $5,403-46.0% |