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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 | $184,304 | $91,559+101.3% | $133,978+37.6% | $79,856+130.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -11.24% | 61.85%-73.1pp | 45.10%-56.3pp | 31.71%-43.0pp |
| Employer contribution / active EE | $17,640 | $2,384+640.0% | $3,919+350.1% | $2,471+613.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,376 | $6,321+32.5% | $8,930-6.2% | $5,306+57.8% |