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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 | $45,840 | $75,962-39.7% | $154,111-70.3% | $64,173-28.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -16.81% | 30.32%-47.1pp | 735.18%-752.0pp | 7.63%-24.4pp |
| Employer contribution / active EE | $3,732 | $3,350+11.4% | $5,298-29.6% | $2,381+56.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $551 | $5,589-90.1% | $13,411-95.9% | $4,887-88.7% |