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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 | $25,059 | $101,618-75.3% | $93,063-73.1% | $137,256-81.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | -12.55% | 223.95%-236.5pp | 34.15%-46.7pp | 220.34%-232.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,870 | $4,279+130.7% | $3,958+149.4% | $6,407+54.1% |
| Admin fee / account holder | $11,723 | $6,198+89.1% | $6,033+94.3% | $12,270-4.5% |