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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 | $101,086 | $49,280+105.1% | $67,313+50.2% | $64,173+57.5% |
| Participation rate | 75.9% | 60.8%+15.1pp | 69.1%+6.8pp | 69.6%+6.3pp |
| Annual return | -9.77% | -1.39%-8.4pp | -4.08%-5.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,300 | $2,484+153.6% | $3,568+76.5% | $3,470+81.6% |
| Admin fee / account holder | $13,768 | $3,863+256.5% | $4,507+205.5% | $4,887+181.7% |