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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 | $32,617 | $176,402-81.5% | $134,162-75.7% | $158,982-79.5% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+8.9pp |
| Annual return | -11.28% | 63.66%-74.9pp | 36.35%-47.6pp | 302.99%-314.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,939 | $4,093+191.7% | $3,500+241.2% | $5,983+99.5% |
| Admin fee / account holder | $322 | $8,719-96.3% | $6,685-95.2% | $11,252-97.1% |