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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 | $53,856 | $72,177-25.4% | $115,038-53.2% | $59,633-9.7% |
| Participation rate | 96.2% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | -2.73% | 12.02%-14.7pp | 26.14%-28.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $2,019 | $2,841-28.9% | $4,608-56.2% | $2,203-8.3% |
| Participant deferral / active EE | $3,870 | $4,783-19.1% | $6,026-35.8% | $3,192+21.3% |
| Admin fee / account holder | $3,716 | $4,927-24.6% | $8,175-54.5% | $4,297-13.5% |