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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 | $55,733 | $167,362-66.7% | $143,799-61.2% | $134,532-58.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -21.73% | 0.47%-22.2pp | -0.04%-21.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,087 | $5,620-62.9% | $4,952-57.9% | $4,741-56.0% |
| Participant deferral / active EE | $5,038 | $6,447-21.9% | $5,638-10.7% | $6,401-21.3% |
| Admin fee / account holder | $362 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |