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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 | $71,310 | $99,995-28.7% | $85,063-16.2% | $145,978-51.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.57% | 83.99%-80.4pp | 66.54%-63.0pp | 550.52%-546.9pp |
| Employer contribution / active EE | $4,000 | $3,231+23.8% | $2,727+46.7% | $4,662-14.2% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,025 | $7,255-44.5% | $6,155-34.6% | $13,400-70.0% |