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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 | $40,842 | $72,404-43.6% | $110,243-63.0% | $64,173-36.4% |
| Participation rate | 96.2% | 73.3%+22.9pp | 79.8%+16.4pp | 69.6%+26.7pp |
| Annual return | -11.91% | -6.29%-5.6pp | 314.76%-326.7pp | 7.63%-19.5pp |
| Employer contribution / active EE | $6,715 | $2,282+194.3% | $3,827+75.5% | $2,381+182.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,712 | $5,664-69.8% | $8,548-80.0% | $4,887-65.0% |