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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 | $18,693 | $93,117-79.9% | $77,096-75.8% | $134,532-86.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -35.76% | 62.67%-98.4pp | 42.35%-78.1pp | 418.27%-454.0pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,624 | $5,241+140.8% | $4,429+185.0% | $6,401+97.2% |
| Admin fee / account holder | $1,926 | $6,948-72.3% | $5,428-64.5% | $11,429-83.1% |