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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 | $81,504-63.7% | $102,437-71.2% | $80,959-63.5% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | -66.76% | 25.60%-92.4pp | 24.95%-91.7pp | 35.67%-102.4pp |
| Employer contribution / active EE | $17,396 | $3,104+460.5% | $3,871+349.4% | $2,757+530.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $29,008 | $6,719+331.7% | $8,388+245.8% | $6,925+318.9% |