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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 | $56,359 | $100,970-44.2% | $96,576-41.6% | $137,256-58.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | -29.26% | 38.16%-67.4pp | 38.47%-67.7pp | 220.34%-249.6pp |
| Employer contribution / active EE | $10,753 | $3,809+182.3% | $3,553+202.6% | $4,156+158.7% |
| Participant deferral / active EE | $12,692 | $8,286+53.2% | $7,956+59.5% | $6,407+98.1% |
| Admin fee / account holder | $2,303 | $11,312-79.6% | $11,381-79.8% | $12,270-81.2% |