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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 | $63,313 | $81,870-22.7% | $119,622-47.1% | $68,486-7.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.81% | -23.82%+4.0pp | -14.98%-4.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $2,177 | $2,692-19.1% | $4,232-48.6% | $2,597-16.2% |
| Participant deferral / active EE | $4,894 | $4,148+18.0% | $5,601-12.6% | $4,028+21.5% |
| Admin fee / account holder | $6,367 | $6,583-3.3% | $10,328-38.4% | $5,404+17.8% |