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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 | $102,429+0.1% | $147,096-30.3% | $80,925+26.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 4.08% | 135.02%-130.9pp | 419.75%-415.7pp | 35.65%-31.6pp |
| Employer contribution / active EE | $12,437 | $3,716+234.7% | $4,936+152.0% | $2,756+351.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $395 | $7,957-95.0% | $13,005-97.0% | $6,940-94.3% |