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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 | $63,014 | $91,537-31.2% | $130,045-51.5% | $75,173-16.2% |
| Participation rate | 93.3% | 71.5%+21.9pp | 78.5%+14.8pp | 67.2%+26.1pp |
| Annual return | 8.80% | -631.55%+640.3pp | -137.30%+146.1pp | 160.72%-151.9pp |
| Employer contribution / active EE | $1,402 | $2,845-50.7% | $4,321-67.6% | $2,671-47.5% |
| Participant deferral / active EE | $2,609 | $4,343-39.9% | $5,820-55.2% | $4,126-36.8% |
| Admin fee / account holder | $1,494 | $6,780-78.0% | $10,600-85.9% | $5,651-73.6% |