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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 | $96,405 | $59,819+61.2% | $79,583+21.1% | $68,490+40.8% |
| Participation rate | 81.6% | 61.1%+20.5pp | 69.5%+12.1pp | 67.9%+13.7pp |
| Annual return | -19.84% | -12.30%-7.5pp | 0.16%-20.0pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,872 | $3,025+61.1% | $3,986+22.2% | $4,028+21.0% |
| Admin fee / account holder | $965 | $4,835-80.0% | $6,835-85.9% | $5,403-82.1% |