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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 | $86,708 | $100,139-13.4% | $85,187+1.8% | $145,884-40.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -26.00% | 84.15%-110.1pp | 66.67%-92.7pp | 551.85%-577.8pp |
| Employer contribution / active EE | $34,125 | $3,238+953.9% | $2,732+1148.9% | $4,662+631.9% |
| Participant deferral / active EE | $23,000 | $5,296+334.3% | $4,525+408.3% | $6,690+243.8% |
| Admin fee / account holder | $504 | $7,262-93.1% | $6,162-91.8% | $13,392-96.2% |