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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 | $42,826 | $100,805-57.5% | $86,698-50.6% | $134,532-68.2% |
| Participation rate | 86.4% | 79.0%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -20.99% | 29.09%-50.1pp | 35.95%-56.9pp | 418.27%-439.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,547 | $5,339-52.3% | $4,656-45.3% | $6,401-60.2% |
| Admin fee / account holder | $9,498 | $10,925-13.1% | $7,493+26.8% | $11,429-16.9% |