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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 | $93,462 | $118,869-21.4% | $96,575-3.2% | $167,518-44.2% |
| Participation rate | 82.6% | 75.5%+7.1pp | 69.8%+12.8pp | 82.1%+0.5pp |
| Annual return | -5.33% | 50.49%-55.8pp | 37.79%-43.1pp | 478.71%-484.0pp |
| Employer contribution / active EE | $18,090 | $3,120+479.8% | $2,357+667.6% | $4,838+273.9% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $29,687 | $8,067+268.0% | $6,182+380.2% | $12,312+141.1% |