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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 | $20,472 | $95,975-78.7% | $74,549-72.5% | $135,379-84.9% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -14.05% | 56.96%-71.0pp | 32.53%-46.6pp | 519.79%-533.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,781 | $3,844+206.5% | $3,108+279.0% | $5,609+110.0% |
| Admin fee / account holder | $340 | $6,522-94.8% | $5,059-93.3% | $10,828-96.9% |