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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 | $41,024 | $56,197-27.0% | $67,652-39.4% | $59,633-31.2% |
| Participation rate | 82.6% | 71.5%+11.1pp | 75.7%+6.9pp | 68.7%+13.9pp |
| Annual return | -3.91% | 18508.10%-18512.0pp | 6625.40%-6629.3pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,441 | $2,844-49.3% | $3,560-59.5% | $3,192-54.9% |
| Admin fee / account holder | $6,738 | $3,958+70.2% | $4,821+39.8% | $4,297+56.8% |