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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 | $102,898 | $100,792+2.1% | $86,691+18.7% | $134,509-23.5% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -24.03% | 29.08%-53.1pp | 35.94%-60.0pp | 418.13%-442.2pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,487 | $5,339-34.7% | $4,656-25.1% | $6,400-45.5% |
| Admin fee / account holder | $1,622 | $10,924-85.2% | $7,492-78.3% | $11,427-85.8% |