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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 | $99,457 | $152,619-34.8% | $125,195-20.6% | $152,909-35.0% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.5%-9.7pp |
| Annual return | -15.90% | 54.85%-70.7pp | 43.79%-59.7pp | 345.46%-361.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,009 | $5,869-65.8% | $4,937-59.3% | $5,851-65.7% |
| Admin fee / account holder | $3,878 | $13,437-71.1% | $9,704-60.0% | $11,601-66.6% |