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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 | $86,894 | $64,324+35.1% | $118,914-26.9% | $79,856+8.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | -12.40% | 86.45%-98.9pp | 35.89%-48.3pp | 31.71%-44.1pp |
| Employer contribution / active EE | $14,390 | $1,836+683.7% | $3,264+340.9% | $2,471+482.3% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,266 | $4,040-43.9% | $6,582-65.6% | $5,306-57.3% |