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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 | $184,850 | $100,203+84.5% | $85,240+116.9% | $145,897+26.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.01% | 84.28%-84.3pp | 66.75%-66.7pp | 552.29%-552.3pp |
| Employer contribution / active EE | $18,187 | $3,242+461.0% | $2,735+564.9% | $4,663+290.1% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,761 | $7,265+6.8% | $6,165+25.9% | $13,390-42.0% |