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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 | $22,702 | $49,164-53.8% | $121,169-81.3% | $75,181-69.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 4.32% | 56.03%-51.7pp | 986.71%-982.4pp | 160.69%-156.4pp |
| Employer contribution / active EE | $3,309 | $1,546+114.0% | $4,168-20.6% | $2,671+23.9% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $314 | $3,942-92.0% | $5,645-94.4% | $5,650-94.4% |