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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 | $32,257 | $138,076-76.6% | $123,553-73.9% | $135,380-76.2% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -13.81% | 153.70%-167.5pp | 119.21%-133.0pp | 519.81%-533.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,959 | $6,800+105.3% | $6,426+117.2% | $5,609+148.9% |
| Admin fee / account holder | $1,780 | $10,917-83.7% | $9,284-80.8% | $10,828-83.6% |