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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 | $38,102 | $84,708-55.0% | $75,714-49.7% | $167,536-77.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | -5.78% | 199.62%-205.4pp | 104.62%-110.4pp | 478.82%-484.6pp |
| Employer contribution / active EE | $4,264 | $3,231+32.0% | $2,744+55.4% | $4,839-11.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $561 | $5,358-89.5% | $3,619-84.5% | $12,315-95.4% |