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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 | $49,635 | $57,330-13.4% | $86,656-42.7% | $75,177-34.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.95% | 2675.40%-2664.4pp | 593.09%-582.1pp | 160.75%-149.8pp |
| Employer contribution / active EE | $8,706 | $2,316+275.8% | $3,025+187.8% | $2,671+225.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $665 | $4,115-83.8% | $5,619-88.2% | $5,651-88.2% |