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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 | $128,031 | $91,536+39.9% | $130,062-1.6% | $75,177+70.3% |
| Participation rate | 79.5% | 71.5%+8.0pp | 78.5%+1.0pp | 67.2%+12.3pp |
| Annual return | 1.24% | -631.62%+632.9pp | -137.37%+138.6pp | 160.75%-159.5pp |
| Employer contribution / active EE | $1,955 | $2,845-31.3% | $4,322-54.8% | $2,671-26.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,316 | $6,780+52.2% | $10,601-2.7% | $5,651+82.5% |