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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 | $56,303 | $167,353-66.4% | $143,797-60.8% | $134,545-58.2% |
| Participation rate | 72.2% | 84.8%-12.6pp | 80.3%-8.1pp | 81.2%-9.0pp |
| Annual return | -21.05% | 0.48%-21.5pp | -0.04%-21.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $3,025 | $5,620-46.2% | $4,952-38.9% | $4,742-36.2% |
| Participant deferral / active EE | $5,558 | $6,447-13.8% | $5,638-1.4% | $6,401-13.2% |
| Admin fee / account holder | $2,033 | $18,096-88.8% | $14,679-86.2% | $11,431-82.2% |