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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 | $29,262 | $157,296-81.4% | $141,191-79.3% | $152,897-80.9% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | -7.31% | 64.34%-71.7pp | 71.41%-78.7pp | 345.43%-352.7pp |
| Employer contribution / active EE | $2,879 | $5,262-45.3% | $4,736-39.2% | $4,764-39.6% |
| Participant deferral / active EE | $3,719 | $7,111-47.7% | $6,710-44.6% | $5,851-36.4% |
| Admin fee / account holder | $143,648 | $12,125+1084.7% | $10,264+1299.5% | $11,599+1138.4% |