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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 | $39,280 | $92,743-57.6% | $82,744-52.5% | $134,532-70.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.26% | 946.63%-968.9pp | 702.22%-724.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $4,538 | $3,273+38.7% | $3,008+50.9% | $4,741-4.3% |
| Participant deferral / active EE | $17,099 | $4,802+256.1% | $4,395+289.1% | $6,401+167.1% |
| Admin fee / account holder | $891 | $5,977-85.1% | $5,325-83.3% | $11,429-92.2% |