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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 | $49,442 | $65,034-24.0% | $90,970-45.6% | $79,856-38.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -11.75% | 30.45%-42.2pp | 134.60%-146.3pp | 31.71%-43.5pp |
| Employer contribution / active EE | $19,488 | $1,247+1462.2% | $2,122+818.4% | $2,471+688.6% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $842 | $4,536-81.4% | $5,961-85.9% | $5,306-84.1% |