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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 | $57,813 | $134,001-56.9% | $112,258-48.5% | $134,509-57.0% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -32.16% | 47.15%-79.3pp | 27.47%-59.6pp | 418.13%-450.3pp |
| Employer contribution / active EE | $1,780 | $4,039-55.9% | $3,636-51.0% | $4,741-62.4% |
| Participant deferral / active EE | $5,581 | $5,291+5.5% | $4,728+18.0% | $6,400-12.8% |
| Admin fee / account holder | $5,466 | $7,491-27.0% | $6,411-14.7% | $11,427-52.2% |