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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 | $164,329 | $185,312-11.3% | $161,489+1.8% | $154,746+6.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -15.57% | 103.84%-119.4pp | 89.72%-105.3pp | 172.34%-187.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,093 | $6,350-35.5% | $5,630-27.3% | $6,730-39.2% |
| Admin fee / account holder | $8,048 | $18,654-56.9% | $16,006-49.7% | $14,365-44.0% |