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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 | $51,454 | $140,592-63.4% | $123,105-58.2% | $125,389-59.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -6.50% | 16.80%-23.3pp | 13.22%-19.7pp | 282.24%-288.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,159 | $6,980-26.1% | $6,229-17.2% | $5,352-3.6% |
| Admin fee / account holder | $1,375 | $11,198-87.7% | $9,014-84.8% | $9,541-85.6% |