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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 | $24,071 | $89,370-73.1% | $141,197-83.0% | $72,976-67.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -14.58% | 111.88%-126.5pp | 71.41%-86.0pp | 81.02%-95.6pp |
| Employer contribution / active EE | $1,788 | $3,115-42.6% | $4,736-62.3% | $2,440-26.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $551 | $5,957-90.7% | $10,265-94.6% | $5,124-89.2% |