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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 | $63,874 | $112,121-43.0% | $95,960-33.4% | $158,966-59.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.34% | 171.16%-170.8pp | 91.63%-91.3pp | 302.95%-302.6pp |
| Employer contribution / active EE | $2,727 | $3,199-14.7% | $2,541+7.3% | $4,762-42.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $709 | $10,135-93.0% | $6,797-89.6% | $11,250-93.7% |