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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 | $53,971 | $56,200-4.0% | $67,653-20.2% | $59,633-9.5% |
| Participation rate | 88.3% | 71.5%+16.8pp | 75.7%+12.6pp | 68.7%+19.6pp |
| Annual return | -3.90% | 18506.71%-18510.6pp | 6625.22%-6629.1pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $1,641 | $1,615+1.6% | $2,266-27.6% | $2,203-25.5% |
| Participant deferral / active EE | $3,074 | $2,843+8.1% | $3,560-13.7% | $3,192-3.7% |
| Admin fee / account holder | $2,422 | $3,959-38.8% | $4,821-49.8% | $4,297-43.6% |