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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 | $49,199-53.9% | $121,210-81.3% | $75,177-69.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 4.32% | 56.04%-51.7pp | 987.41%-983.1pp | 160.75%-156.4pp |
| Employer contribution / active EE | $3,309 | $1,547+113.9% | $4,171-20.7% | $2,671+23.9% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $314 | $3,946-92.1% | $5,647-94.4% | $5,651-94.4% |