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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 | $129,193 | $57,330+125.3% | $86,656+49.1% | $75,177+71.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 2.86% | 2675.40%-2672.5pp | 593.09%-590.2pp | 160.75%-157.9pp |
| Employer contribution / active EE | $18,014 | $2,316+677.7% | $3,025+495.4% | $2,671+574.4% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,794 | $4,115-32.1% | $5,619-50.3% | $5,651-50.6% |