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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 | $131,472 | $142,392-7.7% | $119,622+9.9% | $134,532-2.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.91% | -12.46%-12.5pp | -14.98%-9.9pp | 418.27%-443.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,000 | $6,467+131.9% | $5,601+167.8% | $6,401+134.3% |
| Admin fee / account holder | $308 | $13,593-97.7% | $10,328-97.0% | $11,429-97.3% |