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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 | $25,987 | $108,911-76.1% | $100,392-74.1% | $145,884-82.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -2.50% | 58.23%-60.7pp | 49.45%-52.0pp | 551.85%-554.3pp |
| Employer contribution / active EE | $4,043 | $4,420-8.5% | $3,941+2.6% | $4,662-13.3% |
| Participant deferral / active EE | $6,792 | $8,459-19.7% | $8,090-16.0% | $6,690+1.5% |
| Admin fee / account holder | $517 | $9,698-94.7% | $7,904-93.5% | $13,392-96.1% |