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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 | $16,575 | $91,037-81.8% | $71,671-76.9% | $147,586-88.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | -43.22% | 20.48%-63.7pp | 20.65%-63.9pp | 578.59%-621.8pp |
| Employer contribution / active EE | $7,500 | $3,327+125.4% | $2,460+204.9% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,772 | $8,613-79.4% | $5,558-68.1% | $10,886-83.7% |