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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 | $190,819 | $154,159+23.8% | $130,026+46.8% | $139,456+36.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -12.82% | 32.50%-45.3pp | -137.26%+124.4pp | 373.45%-386.3pp |
| Employer contribution / active EE | $10,571 | $5,292+99.8% | $4,321+144.6% | $4,753+122.4% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $18,124 | $14,001+29.4% | $10,608+70.9% | $11,407+58.9% |