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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 | $38,007 | $138,075-72.5% | $123,552-69.2% | $135,379-71.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -9.76% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,139 | $6,800+19.7% | $6,426+26.7% | $5,609+45.1% |
| Admin fee / account holder | $1,144 | $10,917-89.5% | $9,285-87.7% | $10,828-89.4% |