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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 | $16,384 | $152,597-89.3% | $117,533-86.1% | $134,532-87.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -48.13% | 53.04%-101.2pp | 29.77%-77.9pp | 418.27%-466.4pp |
| Employer contribution / active EE | $4,740 | $5,576-15.0% | $4,179+13.4% | $4,7410% |
| Participant deferral / active EE | $12,173 | $4,821+152.5% | $4,072+198.9% | $6,401+90.2% |
| Admin fee / account holder | $1,989 | $7,007-71.6% | $5,647-64.8% | $11,429-82.6% |