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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 | $31,343 | $82,674-62.1% | $125,381-75.0% | $68,486-54.2% |
| Participation rate | 70.1% | 75.1%-4.9pp | 82.4%-12.2pp | 67.9%+2.3pp |
| Annual return | -19.54% | -5.97%-13.6pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,329 | $6,111+85.4% | $7,448+52.1% | $4,028+181.3% |
| Admin fee / account holder | $1,321 | $6,277-79.0% | $10,007-86.8% | $5,404-75.6% |