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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 | $34,721 | $65,364-46.9% | $92,909-62.6% | $72,975-52.4% |
| Participation rate | 91.1% | 68.3%+22.8pp | 76.0%+15.1pp | 69.5%+21.6pp |
| Annual return | -2.60% | 42.11%-44.7pp | 109.44%-112.0pp | 81.01%-83.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,603 | $3,128-16.8% | $4,238-38.6% | $3,608-27.8% |
| Admin fee / account holder | $970 | $4,251-77.2% | $5,795-83.3% | $5,124-81.1% |