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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 | $30,793 | $167,362-81.6% | $143,799-78.6% | $134,532-77.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -30.77% | 0.47%-31.2pp | -0.04%-30.7pp | 418.27%-449.0pp |
| Employer contribution / active EE | $1,791 | $5,620-68.1% | $4,952-63.8% | $4,741-62.2% |
| Participant deferral / active EE | $4,689 | $6,447-27.3% | $5,638-16.8% | $6,401-26.7% |
| Admin fee / account holder | $6,776 | $18,094-62.6% | $14,677-53.8% | $11,429-40.7% |