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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 | $86,462 | $77,164+12.0% | $178,014-51.4% | $80,874+6.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | -20.81% | 18.09%-38.9pp | 294.80%-315.6pp | 35.62%-56.4pp |
| Employer contribution / active EE | $1,251 | $2,288-45.3% | $3,950-68.3% | $2,756-54.6% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,276-100.0% | $4,297-100.0% |
| Admin fee / account holder | $610 | $7,164-91.5% | $10,362-94.1% | $6,935-91.2% |