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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 | $64,654 | $91,179-29.1% | $178,499-63.8% | $79,852-19.0% |
| Participation rate | 70.4% | 69.2%+1.2pp | 81.9%-11.6pp | 69.6%+0.7pp |
| Annual return | -1.43% | 24.19%-25.6pp | 151.10%-152.5pp | 31.72%-33.1pp |
| Employer contribution / active EE | $1,289 | $3,256-60.4% | $5,011-74.3% | $2,471-47.8% |
| Participant deferral / active EE | $5,094 | $3,236+57.4% | $5,202-2.1% | $3,740+36.2% |
| Admin fee / account holder | $510 | $6,749-92.4% | $13,986-96.4% | $5,306-90.4% |