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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 | $34,041 | $78,694-56.7% | $67,653-49.7% | $125,388-72.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.35% | 9.46%-12.8pp | 6625.22%-6628.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $7,302 | $3,044+139.9% | $2,266+222.3% | $4,866+50.0% |
| Participant deferral / active EE | $2,117 | $4,292-50.7% | $3,560-40.5% | $5,352-60.4% |
| Admin fee / account holder | $372 | $7,403-95.0% | $4,821-92.3% | $9,541-96.1% |