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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 | $137,924 | $84,685+62.9% | $73,836+86.8% | $125,389+10.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.95% | 3123.80%-3127.7pp | 2268.06%-2272.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,333 | $3,123-57.3% | $2,787-52.2% | $4,866-72.6% |
| Participant deferral / active EE | $7,667 | $3,993+92.0% | $3,583+114.0% | $5,352+43.3% |
| Admin fee / account holder | $1,746 | $5,694-69.3% | $4,882-64.2% | $9,541-81.7% |