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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 | $70,843 | $91,537-22.6% | $130,045-45.5% | $75,173-5.8% |
| Participation rate | 72.6% | 71.5%+1.2pp | 78.5%-5.9pp | 67.2%+5.4pp |
| Annual return | -0.91% | -631.55%+630.6pp | -137.30%+136.4pp | 160.72%-161.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,774 | $4,343+9.9% | $5,820-18.0% | $4,126+15.7% |
| Admin fee / account holder | $9,738 | $6,780+43.6% | $10,600-8.1% | $5,651+72.3% |