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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 | $10,357 | $84,464-87.7% | $61,399-83.1% | $134,509-92.3% |
| Participation rate | 78.3% | 62.2%+16.1pp | 52.6%+25.7pp | 81.2%-3.0pp |
| Annual return | -33.10% | 585.06%-618.2pp | 338.81%-371.9pp | 418.13%-451.2pp |
| Employer contribution / active EE | $2,268 | $1,545+46.8% | $1,159+95.6% | $4,741-52.2% |
| Participant deferral / active EE | $6,721 | $2,818+138.5% | $2,124+216.4% | $6,400+5.0% |
| Admin fee / account holder | $935 | $2,587-63.9% | $2,131-56.1% | $11,427-91.8% |