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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 | $26,470 | $85,713-69.1% | $86,698-69.5% | - |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | - |
| Annual return | -39.37% | -20.12%-19.2pp | 35.96%-75.3pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,837-100.0% | - |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,656-100.0% | - |
| Admin fee / account holder | $1,281 | $28,935-95.6% | $7,492-82.9% | - |