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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 | $116,137 | $142,409-18.4% | $119,634-2.9% | $134,545-13.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -20.16% | -12.46%-7.7pp | -14.98%-5.2pp | 418.37%-438.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,211 | $6,468-34.9% | $5,601-24.8% | $6,401-34.2% |
| Admin fee / account holder | $332 | $13,594-97.6% | $10,329-96.8% | $11,431-97.1% |