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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 | $52,474 | $72,177-27.3% | $115,038-54.4% | $59,633-12.0% |
| Participation rate | 93.9% | 72.6%+21.4pp | 81.4%+12.6pp | 68.7%+25.3pp |
| Annual return | -3.43% | 12.02%-15.5pp | 26.14%-29.6pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $2,642 | $2,841-7.0% | $4,608-42.7% | $2,203+19.9% |
| Participant deferral / active EE | $4,802 | $4,783+0.4% | $6,026-20.3% | $3,192+50.5% |
| Admin fee / account holder | $770 | $4,927-84.4% | $8,175-90.6% | $4,297-82.1% |