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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 | $28,339 | $80,983-65.0% | $96,544-70.6% | $75,177-62.3% |
| Participation rate | 88.0% | 71.8%+16.2pp | 76.0%+12.0pp | 67.2%+20.8pp |
| Annual return | -76.02% | 27.05%-103.1pp | 25.88%-101.9pp | 160.75%-236.8pp |
| Employer contribution / active EE | $9,000 | $2,282+294.3% | $2,966+203.4% | $2,671+237.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,704 | $6,717-59.7% | $8,254-67.2% | $5,651-52.2% |