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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 | $49,398 | $124,425-60.3% | $112,040-55.9% | $137,256-64.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | -98.61% | 24.72%-123.3pp | 24.52%-123.1pp | 220.34%-319.0pp |
| Employer contribution / active EE | $29,829 | $3,411+774.4% | $2,954+909.8% | $4,156+617.7% |
| Participant deferral / active EE | $7,491 | $5,718+31.0% | $5,098+46.9% | $6,407+16.9% |
| Admin fee / account holder | $1,249 | $15,207-91.8% | $12,098-89.7% | $12,270-89.8% |