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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 | $124,977 | $65,367+91.2% | $92,915+34.5% | $72,976+71.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -8.80% | 42.11%-50.9pp | 109.45%-118.3pp | 81.02%-89.8pp |
| Employer contribution / active EE | $17,517 | $2,594+575.3% | $3,653+379.4% | $2,440+617.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,694 | $4,251+81.0% | $5,796+32.8% | $5,124+50.2% |