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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 | $57,777 | $113,941-49.3% | $94,229-38.7% | $125,389-53.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.02% | 5.29%-10.3pp | 10.68%-15.7pp | 282.24%-287.3pp |
| Employer contribution / active EE | $3,384 | $4,727-28.4% | $3,587-5.6% | $4,866-30.5% |
| Participant deferral / active EE | $8,243 | $5,179+59.2% | $4,320+90.8% | $5,352+54.0% |
| Admin fee / account holder | $4,174 | $8,392-50.3% | $6,269-33.4% | $9,541-56.3% |