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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 | $25,212 | $90,590-72.2% | $90,782-72.2% | $135,382-81.4% |
| Participation rate | 78.9% | 83.7%-4.8pp | 82.7%-3.7pp | 82.6%-3.7pp |
| Annual return | -10.97% | -3.40%-7.6pp | -3.42%-7.6pp | 519.77%-530.7pp |
| Employer contribution / active EE | $2,653 | $4,352-39.1% | $4,105-35.4% | $4,779-44.5% |
| Participant deferral / active EE | $7,150 | $5,407+32.3% | $5,366+33.3% | $5,609+27.5% |
| Admin fee / account holder | $3,214 | $7,683-58.2% | $5,908-45.6% | $10,829-70.3% |