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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 | $79,005 | $158,852-50.3% | $121,220-34.8% | $135,380-41.6% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.8%-1.8pp | 82.6%-12.6pp |
| Annual return | -10.37% | -0.64%-9.7pp | 16.94%-27.3pp | 519.81%-530.2pp |
| Employer contribution / active EE | $2,744 | $5,666-51.6% | $4,023-31.8% | $4,779-42.6% |
| Participant deferral / active EE | $3,624 | $4,006-9.5% | $3,345+8.3% | $5,609-35.4% |
| Admin fee / account holder | $3,545 | $6,515-45.6% | $5,021-29.4% | $10,828-67.3% |