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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 | $24,086 | $176,402-86.3% | $134,162-82.0% | $158,966-84.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -1.97% | 63.66%-65.6pp | 36.35%-38.3pp | 302.95%-304.9pp |
| Employer contribution / active EE | $1,951 | $5,042-61.3% | $3,705-47.3% | $4,762-59.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,619 | $8,719+56.2% | $6,685+103.7% | $11,250+21.1% |