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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 | $44,894 | $102,393-56.2% | $147,041-69.5% | $80,911-44.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 1.70% | 134.95%-133.2pp | 419.21%-417.5pp | 35.63%-33.9pp |
| Employer contribution / active EE | $6,621 | $3,715+78.2% | $4,935+34.2% | $2,756+140.3% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,332 | $7,943-70.6% | $13,006-82.1% | $6,935-66.4% |