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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 | $131,590 | $72,404+81.7% | $110,243+19.4% | $64,173+105.1% |
| Participation rate | 70.7% | 73.3%-2.6pp | 79.8%-9.1pp | 69.6%+1.2pp |
| Annual return | -9.34% | -6.29%-3.0pp | 314.76%-324.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,190 | $3,469+78.4% | $4,672+32.5% | $3,470+78.4% |
| Admin fee / account holder | $548 | $5,664-90.3% | $8,548-93.6% | $4,887-88.8% |