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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 | $55,611 | $90,504-38.6% | $78,690-29.3% | $273,965-79.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.99% | 75.61%-80.6pp | 62.18%-67.2pp | 41.45%-46.4pp |
| Employer contribution / active EE | $5,639 | $3,176+77.6% | $2,851+97.8% | $4,869+15.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $666 | $5,263-87.3% | $4,511-85.2% | $10,132-93.4% |