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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 | $130,660 | $90,486+44.4% | $78,676+66.1% | $273,972-52.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.00% | 75.62%-76.6pp | 62.19%-63.2pp | 41.46%-42.5pp |
| Employer contribution / active EE | $5,860 | $3,175+84.6% | $2,850+105.6% | $4,869+20.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,518 | $5,263-52.2% | $4,510-44.2% | $10,133-75.1% |