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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 | $29,552 | $81,446-63.7% | $103,374-71.4% | $80,874-63.5% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | -66.76% | 25.57%-92.3pp | 24.89%-91.7pp | 35.62%-102.4pp |
| Employer contribution / active EE | $17,396 | $3,107+459.9% | $3,869+349.6% | $2,756+531.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $29,008 | $6,715+332.0% | $8,394+245.6% | $6,935+318.3% |