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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 | $53,573 | $98,776-45.8% | $149,745-64.2% | $79,856-32.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -4.09% | 27.38%-31.5pp | 276.72%-280.8pp | 31.71%-35.8pp |
| Employer contribution / active EE | $15,091 | $3,217+369.0% | $4,646+224.8% | $2,471+510.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,403 | $6,053-76.8% | $9,312-84.9% | $5,306-73.6% |