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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 | $136,995 | $112,131+22.2% | $95,964+42.8% | $158,982-13.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -9.89% | 171.19%-181.1pp | 91.64%-101.5pp | 302.99%-312.9pp |
| Employer contribution / active EE | $13,028 | $3,199+307.2% | $2,541+412.6% | $4,763+173.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,106 | $10,136-79.2% | $6,797-69.0% | $11,252-81.3% |