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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 | $102,422-56.2% | $147,117-69.5% | $80,959-44.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 1.70% | 135.16%-133.5pp | 420.54%-418.8pp | 35.67%-34.0pp |
| Employer contribution / active EE | $6,621 | $3,717+78.1% | $4,932+34.2% | $2,757+140.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,332 | $7,953-70.7% | $12,993-82.0% | $6,925-66.3% |