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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 | $34,534 | $82,674-58.2% | $125,363-72.5% | $68,495-49.6% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -21.53% | -5.97%-15.6pp | 572.15%-593.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,099 | $3,382-8.3% | $4,815-35.6% | $2,596+19.4% |
| Participant deferral / active EE | $5,826 | $6,111-4.7% | $7,447-21.8% | $4,028+44.7% |
| Admin fee / account holder | $1,385 | $6,276-77.9% | $10,005-86.2% | $5,403-74.4% |