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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 | $78,616 | $69,977+12.3% | $108,582-27.6% | $62,881+25.0% |
| Participation rate | 97.2% | 72.9%+24.3pp | 79.6%+17.7pp | 69.3%+27.9pp |
| Annual return | -0.48% | 10.73%-11.2pp | -51.70%+51.2pp | 20.14%-20.6pp |
| Employer contribution / active EE | $1,528 | $2,135-28.4% | $3,758-59.4% | $2,281-33.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,908 | $5,076-62.4% | $7,645-75.0% | $4,296-55.6% |