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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 | $70,451 | $69,977+0.7% | $108,582-35.1% | $62,881+12.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.31% | 10.73%-6.4pp | -51.70%+56.0pp | 20.14%-15.8pp |
| Employer contribution / active EE | $5,424 | $2,135+154.1% | $3,758+44.3% | $2,281+137.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,867 | $5,076-63.2% | $7,645-75.6% | $4,296-56.5% |