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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 | $36,395 | $106,551-65.8% | $91,225-60.1% | $134,532-72.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.18% | 160.78%-183.0pp | 114.12%-136.3pp | 418.27%-440.4pp |
| Employer contribution / active EE | $4,641 | $3,331+39.3% | $2,851+62.8% | $4,741-2.1% |
| Participant deferral / active EE | $10,250 | $4,718+117.2% | $4,233+142.1% | $6,401+60.1% |
| Admin fee / account holder | $1,087 | $6,234-82.6% | $5,422-80.0% | $11,429-90.5% |