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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 | $72,983 | $95,895-23.9% | $79,576-8.3% | $134,509-45.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -21.16% | -2.72%-18.4pp | 0.15%-21.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $11,733 | $3,128+275.1% | $2,413+386.2% | $4,741+147.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $317 | $9,129-96.5% | $6,834-95.4% | $11,427-97.2% |