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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 | $46,339 | $105,867-56.2% | $90,760-48.9% | $134,532-65.6% |
| Participation rate | 71.4% | 78.3%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -21.23% | -10.99%-10.2pp | -12.16%-9.1pp | 418.27%-439.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,240 | $5,217+192.1% | $4,565+233.8% | $6,401+138.1% |
| Admin fee / account holder | $4,143 | $13,936-70.3% | $8,444-50.9% | $11,429-63.8% |