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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 | $51,604 | $78,694-34.4% | $67,652-23.7% | $125,389-58.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -3.35% | 9.46%-12.8pp | 6625.40%-6628.7pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,515 | $3,044-17.4% | $2,266+11.0% | $4,866-48.3% |
| Participant deferral / active EE | $3,094 | $4,292-27.9% | $3,560-13.1% | $5,352-42.2% |
| Admin fee / account holder | $4,763 | $7,403-35.7% | $4,821-1.2% | $9,541-50.1% |