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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 | $102,382+0.2% | $147,005-30.2% | $80,874+26.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 4.08% | 134.89%-130.8pp | 418.76%-414.7pp | 35.62%-31.5pp |
| Employer contribution / active EE | $12,437 | $3,715+234.8% | $4,934+152.1% | $2,756+351.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $395 | $7,942-95.0% | $13,006-97.0% | $6,935-94.3% |