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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 | $35,779 | $201,344-82.2% | $184,243-80.6% | $145,877-75.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | -9.12% | 29.01%-38.1pp | 28.82%-37.9pp | 551.28%-560.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,710 | $9,807+29.6% | $9,132+39.2% | $6,691+90.0% |
| Admin fee / account holder | $6,356 | $16,382-61.2% | $13,914-54.3% | $13,402-52.6% |