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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 | $64,046 | $127,387-49.7% | $115,038-44.3% | $125,389-48.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.85% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $2,090 | $5,166-59.6% | $4,608-54.7% | $4,866-57.1% |
| Participant deferral / active EE | $4,597 | $6,423-28.4% | $6,026-23.7% | $5,352-14.1% |
| Admin fee / account holder | $924 | $9,516-90.3% | $8,175-88.7% | $9,541-90.3% |