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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 | $133,981-56.8% | $112,249-48.5% | $134,532-57.0% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -32.16% | 47.16%-79.3pp | 27.48%-59.6pp | 418.27%-450.4pp |
| Employer contribution / active EE | $1,780 | $4,040-55.9% | $3,636-51.0% | $4,741-62.4% |
| Participant deferral / active EE | $5,581 | $5,292+5.5% | $4,729+18.0% | $6,401-12.8% |
| Admin fee / account holder | $5,466 | $7,492-27.0% | $6,412-14.8% | $11,429-52.2% |