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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 | $113,325 | $154,193-26.5% | $130,045-12.9% | $139,466-18.7% |
| Participation rate | 72.2% | 82.0%-9.7pp | 78.5%-6.3pp | 80.3%-8.1pp |
| Annual return | 1.83% | 32.51%-30.7pp | -137.30%+139.1pp | 373.66%-371.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,930 | $6,709-56.3% | $5,820-49.7% | $6,712-56.3% |
| Admin fee / account holder | $29,311 | $13,989+109.5% | $10,600+176.5% | $11,409+156.9% |