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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 | $94,456 | $135,956-30.5% | $123,894-23.8% | $273,972-65.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | -1.52% | 56.63%-58.2pp | 47.52%-49.0pp | 41.46%-43.0pp |
| Employer contribution / active EE | $1,887 | $5,170-63.5% | $4,617-59.1% | $4,869-61.2% |
| Participant deferral / active EE | $8,414 | $6,343+32.7% | $5,984+40.6% | $5,287+59.1% |
| Admin fee / account holder | $3,710 | $9,817-62.2% | $8,357-55.6% | $10,133-63.4% |