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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 | $37,286 | $111,814-66.7% | $103,378-63.9% | $145,978-74.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -62.59% | 24.80%-87.4pp | 24.91%-87.5pp | 550.52%-613.1pp |
| Employer contribution / active EE | $13,110 | $4,215+211.0% | $3,870+238.7% | $4,662+181.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,834 | $9,764-60.7% | $8,401-54.4% | $13,400-71.4% |