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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 | $35,517 | $56,197-36.8% | $67,652-47.5% | $59,633-40.4% |
| Participation rate | 94.3% | 71.5%+22.9pp | 75.7%+18.7pp | 68.7%+25.7pp |
| Annual return | -2.61% | 18508.10%-18510.7pp | 6625.40%-6628.0pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,132 | $1,615-29.9% | $2,266-50.0% | $2,203-48.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,405 | $3,958-39.2% | $4,821-50.1% | $4,297-44.0% |