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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 | $54,116 | $58,828-8.0% | $78,002-30.6% | $62,881-13.9% |
| Participation rate | 78.7% | 71.1%+7.7pp | 75.5%+3.2pp | 69.3%+9.4pp |
| Annual return | -4.90% | 17.16%-22.1pp | 425.99%-430.9pp | 20.14%-25.0pp |
| Employer contribution / active EE | $2,143 | $1,672+28.2% | $2,470-13.2% | $2,281-6.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,867 | $4,393+10.8% | $5,481-11.2% | $4,296+13.3% |