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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 | $116,600 | $88,778+31.3% | $81,844+42.5% | $145,884-20.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | -8.65% | 1033.03%-1041.7pp | 778.87%-787.5pp | 551.85%-560.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,486 | $4,648-46.5% | $4,323-42.5% | $6,690-62.8% |
| Admin fee / account holder | $3,055 | $8,430-63.8% | $7,355-58.5% | $13,392-77.2% |