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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 | $28,320 | $56,197-49.6% | $67,652-58.1% | $59,633-52.5% |
| Participation rate | 70.4% | 71.5%-1.1pp | 75.7%-5.3pp | 68.7%+1.7pp |
| Annual return | -4.23% | 18508.10%-18512.3pp | 6625.40%-6629.6pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,688 | $1,615+4.6% | $2,266-25.5% | $2,203-23.3% |
| Participant deferral / active EE | $2,768 | $2,844-2.7% | $3,560-22.2% | $3,192-13.3% |
| Admin fee / account holder | $640 | $3,958-83.8% | $4,821-86.7% | $4,297-85.1% |