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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 | $36,328 | $82,630-56.0% | $64,105-43.3% | $125,388-71.0% |
| Participation rate | 91.7% | 75.9%+15.8pp | 68.2%+23.5pp | 83.2%+8.5pp |
| Annual return | -4.60% | 1489.72%-1494.3pp | 791.24%-795.8pp | 282.24%-286.8pp |
| Employer contribution / active EE | $516 | $2,671-80.7% | $1,820-71.6% | $4,866-89.4% |
| Participant deferral / active EE | $3,333 | $3,608-7.6% | $2,822+18.1% | $5,352-37.7% |
| Admin fee / account holder | $394 | $6,382-93.8% | $4,499-91.2% | $9,541-95.9% |