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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 | $58,852 | $93,346-37.0% | $71,796-18.0% | $273,972-78.5% |
| Participation rate | 84.2% | 76.5%+7.7pp | 69.1%+15.1pp | 83.0%+1.2pp |
| Annual return | -0.84% | 130.39%-131.2pp | 78.04%-78.9pp | 41.46%-42.3pp |
| Employer contribution / active EE | $2,269 | $2,733-17.0% | $1,924+17.9% | $4,869-53.4% |
| Participant deferral / active EE | $3,723 | $3,475+7.1% | $2,794+33.2% | $5,287-29.6% |
| Admin fee / account holder | $1,191 | $6,571-81.9% | $4,815-75.3% | $10,133-88.2% |