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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 | $23,747 | $167,352-85.8% | $143,788-83.5% | $134,509-82.3% |
| Participation rate | 70.8% | 84.8%-14.0pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -24.06% | 0.47%-24.5pp | -0.03%-24.0pp | 418.13%-442.2pp |
| Employer contribution / active EE | $2,032 | $5,620-63.8% | $4,952-59.0% | $4,741-57.1% |
| Participant deferral / active EE | $4,787 | $6,447-25.7% | $5,638-15.1% | $6,400-25.2% |
| Admin fee / account holder | $677 | $18,091-96.3% | $14,675-95.4% | $11,427-94.1% |