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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 | $38,940 | $56,431-31.0% | $130,788-70.2% | $87,485-55.5% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.06% | 91.27%-82.2pp | 386.44%-377.4pp | 26.06%-17.0pp |
| Employer contribution / active EE | $5,436 | $1,549+250.9% | $3,558+52.8% | $2,596+109.4% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $405 | $4,433-90.9% | $6,673-93.9% | $7,775-94.8% |