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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 | $11,860 | $85,060-86.1% | $70,548-83.2% | $139,456-91.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | -2.95% | 30.38%-33.3pp | 32.78%-35.7pp | 373.45%-376.4pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,497 | $5,890+78.2% | $4,567+129.8% | $6,711+56.4% |
| Admin fee / account holder | $1,577 | $8,925-82.3% | $6,424-75.4% | $11,407-86.2% |