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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 | $133,789 | $69,012+93.9% | $160,009-16.4% | $68,486+95.4% |
| Participation rate | 77.1% | 65.4%+11.7pp | 78.0%-0.8pp | 67.9%+9.2pp |
| Annual return | -23.55% | -9.65%-13.9pp | 408.85%-432.4pp | -7.85%-15.7pp |
| Employer contribution / active EE | $20,255 | $2,212+815.5% | $4,225+379.4% | $2,597+680.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,236 | $4,798-74.2% | $8,715-85.8% | $5,404-77.1% |