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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 | $105,976 | $126,519-16.2% | $106,201-0.2% | $145,959-27.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -6.51% | 225.10%-231.6pp | 116.26%-122.8pp | 561.95%-568.5pp |
| Employer contribution / active EE | $11,029 | $3,726+196.0% | $3,170+248.0% | $4,661+136.6% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,333 | $17,312-80.7% | $11,039-69.8% | $13,398-75.1% |