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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 | $87,025 | $167,353-48.0% | $143,797-39.5% | $134,545-35.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -29.01% | 0.48%-29.5pp | -0.04%-29.0pp | 418.37%-447.4pp |
| Employer contribution / active EE | $2,979 | $5,620-47.0% | $4,952-39.8% | $4,742-37.2% |
| Participant deferral / active EE | $5,237 | $6,447-18.8% | $5,638-7.1% | $6,401-18.2% |
| Admin fee / account holder | $1,139 | $18,096-93.7% | $14,679-92.2% | $11,431-90.0% |