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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 | $27,770 | $53,546-48.1% | $69,884-60.3% | $68,486-59.5% |
| Participation rate | 98.9% | 64.5%+34.4pp | 70.5%+28.4pp | 67.9%+31.0pp |
| Annual return | -20.14% | -13.87%-6.3pp | 190.81%-211.0pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,967 | $2,019-2.6% | $2,560-23.2% | $2,597-24.2% |
| Participant deferral / active EE | $2,843 | $2,957-3.8% | $3,848-26.1% | $4,028-29.4% |
| Admin fee / account holder | $4,318 | $4,693-8.0% | $6,266-31.1% | $5,404-20.1% |