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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 | $36,026 | $82,674-56.4% | $125,381-71.3% | $68,486-47.4% |
| Participation rate | 81.0% | 75.1%+6.0pp | 82.4%-1.3pp | 67.9%+13.1pp |
| Annual return | -20.46% | -5.97%-14.5pp | 572.31%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,504 | $6,111+137.4% | $7,448+94.7% | $4,028+260.1% |
| Admin fee / account holder | $2,477 | $6,277-60.5% | $10,007-75.2% | $5,404-54.2% |