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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 | $126,420 | $176,402-28.3% | $134,162-5.8% | $158,982-20.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -4.93% | 63.66%-68.6pp | 36.35%-41.3pp | 302.99%-307.9pp |
| Employer contribution / active EE | $16,444 | $5,042+226.1% | $3,705+343.8% | $4,763+245.3% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,102 | $8,719-87.4% | $6,685-83.5% | $11,252-90.2% |