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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 | $30,729 | $176,077-82.5% | $159,455-80.7% | $167,518-81.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -7.64% | 331.83%-339.5pp | 263.63%-271.3pp | 478.71%-486.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,001 | $7,751-9.7% | $7,353-4.8% | $6,342+10.4% |
| Admin fee / account holder | $6,408 | $12,556-49.0% | $10,800-40.7% | $12,312-48.0% |