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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 | $128,192 | $100,938+27.0% | $90,461+41.7% | $158,982-19.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -5.73% | 1727.20%-1732.9pp | 1294.76%-1300.5pp | 302.99%-308.7pp |
| Employer contribution / active EE | $2,417 | $3,691-34.5% | $3,264-25.9% | $4,763-49.2% |
| Participant deferral / active EE | $4,298 | $4,350-1.2% | $3,964+8.4% | $5,983-28.2% |
| Admin fee / account holder | $73,272 | $6,510+1025.6% | $5,617+1204.5% | $11,252+551.2% |