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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 | $52,919 | $80,812-34.5% | $160,784-67.1% | $82,448-35.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 4.38% | 100.59%-96.2pp | 1803.92%-1799.5pp | 41.64%-37.3pp |
| Employer contribution / active EE | $6,122 | $2,174+181.6% | $3,733+64.0% | $2,551+140.0% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,839 | $7,695-76.1% | $9,717-81.1% | $7,234-74.6% |