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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 | $148,767 | $75,832+96.2% | $147,617+0.8% | $59,633+149.5% |
| Participation rate | 91.4% | 71.6%+19.9pp | 84.6%+6.8pp | 68.7%+22.8pp |
| Annual return | -6.97% | 0.37%-7.3pp | 61.98%-69.0pp | 2041.45%-2048.4pp |
| Employer contribution / active EE | $14,946 | $3,485+328.9% | $5,564+168.6% | $2,203+578.5% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,355 | $5,986-77.4% | $11,612-88.3% | $4,297-68.5% |