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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 | $25,184 | $100,895-75.0% | $90,430-72.2% | $158,950-84.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.02% | 1725.54%-1725.6pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $7,028 | $3,689+90.5% | $3,262+115.4% | $4,762+47.6% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $394 | $6,505-93.9% | $5,613-93.0% | $11,248-96.5% |