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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 | $18,571 | $92,766-80.0% | $82,763-77.6% | $134,545-86.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -39.75% | 946.97%-986.7pp | 702.45%-742.2pp | 418.37%-458.1pp |
| Employer contribution / active EE | $1,634 | $3,273-50.1% | $3,008-45.7% | $4,742-65.5% |
| Participant deferral / active EE | $3,887 | $4,802-19.1% | $4,395-11.6% | $6,401-39.3% |
| Admin fee / account holder | $351 | $5,978-94.1% | $5,325-93.4% | $11,431-96.9% |