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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 | $56,289 | $67,411-16.5% | $91,004-38.1% | $70,126-19.7% |
| Participation rate | 75.9% | 71.4%+4.5pp | 75.6%+0.3pp | 69.5%+6.3pp |
| Annual return | 12.36% | -40.16%+52.5pp | 4.60%+7.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,810 | $1,786+1.4% | $2,456-26.3% | $2,343-22.7% |
| Participant deferral / active EE | $4,131 | $2,823+46.4% | $3,548+16.5% | $3,332+24.0% |
| Admin fee / account holder | $42,900 | $4,236+912.7% | $5,417+691.9% | $4,645+823.5% |