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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 | $117,549 | $88,672+32.6% | $105,223+11.7% | $82,448+42.6% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | -52.24% | 30.86%-83.1pp | 180.65%-232.9pp | 41.64%-93.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,012 | $4,036-50.1% | $5,072-60.3% | $4,139-51.4% |
| Admin fee / account holder | $2,590 | $7,146-63.7% | $8,859-70.8% | $7,234-64.2% |