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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 | $80,444 | $131,835-39.0% | $108,582-25.9% | $273,972-70.6% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.6%+10.9pp | 83.0%+7.5pp |
| Annual return | -0.66% | -91.57%+90.9pp | -51.70%+51.0pp | 41.46%-42.1pp |
| Employer contribution / active EE | $2,887 | $4,913-41.2% | $3,758-23.2% | $4,869-40.7% |
| Participant deferral / active EE | $5,084 | $5,127-0.9% | $4,311+17.9% | $5,287-3.9% |
| Admin fee / account holder | $2,132 | $10,253-79.2% | $7,645-72.1% | $10,133-79.0% |