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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 | $32,333 | $82,674-60.9% | $125,363-74.2% | $68,495-52.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -20.40% | -5.97%-14.4pp | 572.15%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,027 | $6,111+47.7% | $7,447+21.2% | $4,028+124.1% |
| Admin fee / account holder | $1,696 | $6,276-73.0% | $10,005-83.0% | $5,403-68.6% |