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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 | $54,919 | $127,387-56.9% | $115,038-52.3% | $125,389-56.2% |
| Participation rate | 78.9% | 84.2%-5.2pp | 81.4%-2.4pp | 83.2%-4.2pp |
| Annual return | -3.71% | 31.28%-35.0pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,480 | $5,166-52.0% | $4,608-46.2% | $4,866-49.0% |
| Participant deferral / active EE | $4,984 | $6,423-22.4% | $6,026-17.3% | $5,352-6.9% |
| Admin fee / account holder | $1,205 | $9,516-87.3% | $8,175-85.3% | $9,541-87.4% |