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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 | $24,415 | $138,076-82.3% | $123,553-80.2% | $135,380-82.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -13.53% | 153.70%-167.2pp | 119.21%-132.7pp | 519.81%-533.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,732 | $6,800+102.0% | $6,426+113.7% | $5,609+144.8% |
| Admin fee / account holder | $4,965 | $10,917-54.5% | $9,284-46.5% | $10,828-54.1% |