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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 | $68,882 | $162,785-57.7% | $133,959-48.6% | $158,950-56.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | -4.66% | 41.94%-46.6pp | 45.09%-49.8pp | 302.91%-307.6pp |
| Employer contribution / active EE | $1,911 | $4,975-61.6% | $3,919-51.2% | $4,762-59.9% |
| Participant deferral / active EE | $5,993 | $5,910+1.4% | $5,047+18.7% | $5,983+0.2% |
| Admin fee / account holder | $343 | $11,738-97.1% | $8,928-96.2% | $11,248-96.9% |