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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 | $130,821 | $135,645-3.6% | $110,243+18.7% | $135,379-3.4% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -12.86% | 513.24%-526.1pp | 314.76%-327.6pp | 519.79%-532.6pp |
| Employer contribution / active EE | $1,111 | $4,907-77.4% | $3,827-71.0% | $4,779-76.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,491 | $11,458-78.3% | $8,548-70.9% | $10,828-77.0% |