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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 | $20,607 | $117,846-82.5% | $102,434-79.9% | $145,884-85.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | -0.80% | 31.90%-32.7pp | 29.46%-30.3pp | 551.85%-552.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,789 | $5,733-16.5% | $5,055-5.3% | $6,690-28.4% |
| Admin fee / account holder | $2,442 | $13,356-81.7% | $9,462-74.2% | $13,392-81.8% |