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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 | $102,537 | $102,422+0.1% | $147,117-30.3% | $80,959+26.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 4.08% | 135.16%-131.1pp | 420.54%-416.5pp | 35.67%-31.6pp |
| Employer contribution / active EE | $12,437 | $3,717+234.6% | $4,932+152.1% | $2,757+351.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $395 | $7,953-95.0% | $12,993-97.0% | $6,925-94.3% |