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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 | $34,653 | $94,529-63.3% | $140,019-75.3% | $64,173-46.0% |
| Participation rate | 70.4% | 84.1%-13.7pp | 87.5%-17.1pp | 69.6%+0.8pp |
| Annual return | -17.12% | 7.77%-24.9pp | 651.15%-668.3pp | 7.63%-24.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,649 | $5,250+102.8% | $6,927+53.7% | $3,470+206.9% |
| Admin fee / account holder | $2,922 | $6,741-56.7% | $10,705-72.7% | $4,887-40.2% |