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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 | $70,165 | $78,694-10.8% | $67,652+3.7% | $125,389-44.0% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -3.66% | 9.46%-13.1pp | 6625.40%-6629.1pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,363 | $4,292+188.0% | $3,560+247.3% | $5,352+131.0% |
| Admin fee / account holder | $1,070 | $7,403-85.5% | $4,821-77.8% | $9,541-88.8% |