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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 | $85,318 | $56,197+51.8% | $67,652+26.1% | $59,633+43.1% |
| Participation rate | 82.8% | 71.5%+11.3pp | 75.7%+7.1pp | 68.7%+14.1pp |
| Annual return | -2.34% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $13,446 | $2,844+372.9% | $3,560+277.7% | $3,192+321.3% |
| Admin fee / account holder | $3,082 | $3,958-22.1% | $4,821-36.1% | $4,297-28.3% |