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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 | $46,263 | $89,370-48.2% | $141,197-67.2% | $72,976-36.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -0.76% | 111.88%-112.6pp | 71.41%-72.2pp | 81.02%-81.8pp |
| Employer contribution / active EE | $4,445 | $3,115+42.7% | $4,736-6.2% | $2,440+82.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,397 | $5,957-59.8% | $10,265-76.6% | $5,124-53.2% |