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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 | $82,056 | $102,663-20.1% | $86,216-4.8% | $139,466-41.2% |
| Participation rate | 93.8% | 74.5%+19.2pp | 69.0%+24.8pp | 80.3%+13.4pp |
| Annual return | -4.81% | 1924.52%-1929.3pp | 1169.42%-1174.2pp | 373.66%-378.5pp |
| Employer contribution / active EE | $13,547 | $3,035+346.4% | $2,382+468.8% | $4,754+185.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,540 | $8,663-59.1% | $6,853-48.3% | $11,409-69.0% |