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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 | $34,603 | $72,404-52.2% | $110,243-68.6% | $64,173-46.1% |
| Participation rate | 73.5% | 73.3%+0.2pp | 79.8%-6.3pp | 69.6%+4.0pp |
| Annual return | -8.63% | -6.29%-2.3pp | 314.76%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,208 | $3,469-7.5% | $4,672-31.3% | $3,470-7.5% |
| Admin fee / account holder | $492 | $5,664-91.3% | $8,548-94.2% | $4,887-89.9% |