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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 | $68,343 | $138,075-50.5% | $123,552-44.7% | $135,379-49.5% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -12.30% | 153.70%-166.0pp | 119.20%-131.5pp | 519.79%-532.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $18,080 | $6,800+165.9% | $6,426+181.4% | $5,609+222.3% |
| Admin fee / account holder | $1,156 | $10,917-89.4% | $9,285-87.5% | $10,828-89.3% |