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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 | $81,646 | $78,694+3.8% | $67,653+20.7% | $125,388-34.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.37% | 9.46%-13.8pp | 6625.22%-6629.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $4,320 | $3,044+41.9% | $2,266+90.7% | $4,866-11.2% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $691 | $7,403-90.7% | $4,821-85.7% | $9,541-92.8% |