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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 | $22,546 | $127,387-82.3% | $115,038-80.4% | $125,389-82.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -6.10% | 31.28%-37.4pp | 26.14%-32.2pp | 282.24%-288.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,509 | $6,423-14.2% | $6,026-8.6% | $5,352+2.9% |
| Admin fee / account holder | $974 | $9,516-89.8% | $8,175-88.1% | $9,541-89.8% |