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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 | $149,123 | $174,380-14.5% | $108,582+37.3% | - |
| Participation rate | 0.0% | 70.3%-70.3pp | 79.6%-79.6pp | - |
| Annual return | -2.55% | 1.91%-4.5pp | -51.70%+49.1pp | - |
| Employer contribution / active EE | $0 | $1,536-100.0% | $3,758-100.0% | - |
| Participant deferral / active EE | $0 | $2,685-100.0% | $4,311-100.0% | - |
| Admin fee / account holder | $1,153 | $13,800-91.6% | $7,645-84.9% | - |