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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 | $5,892 | $72,071-91.8% | $68,368-91.4% | $137,256-95.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | -8.37% | 353.14%-361.5pp | 292.57%-300.9pp | 220.34%-228.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,858 | $4,410-12.5% | $4,123-6.4% | $6,407-39.8% |
| Admin fee / account holder | $1,656 | $5,336-69.0% | $5,150-67.8% | $12,270-86.5% |