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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 | $100,139+84.6% | $85,187+117.0% | $145,884+26.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.01% | 84.15%-84.1pp | 66.67%-66.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $18,187 | $3,238+461.7% | $2,732+565.6% | $4,662+290.1% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,761 | $7,262+6.9% | $6,162+25.9% | $13,392-42.1% |