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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 | $202,438 | $61,816+227.5% | $97,260+108.1% | $80,935+150.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | -25.08% | -558.73%+533.7pp | 75.54%-100.6pp | 35.66%-60.7pp |
| Employer contribution / active EE | $3,075 | $1,836+67.4% | $2,721+13.0% | $2,757+11.5% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,262-100.0% | $4,299-100.0% |
| Admin fee / account holder | $660 | $5,166-87.2% | $5,640-88.3% | $6,924-90.5% |