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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 | $15,786 | $92,684-83.0% | $82,706-80.9% | $134,509-88.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.57% | 945.84%-968.4pp | 701.76%-724.3pp | 418.13%-440.7pp |
| Employer contribution / active EE | $1,111 | $3,272-66.1% | $3,007-63.1% | $4,741-76.6% |
| Participant deferral / active EE | $5,088 | $4,800+6.0% | $4,394+15.8% | $6,400-20.5% |
| Admin fee / account holder | $394 | $5,982-93.4% | $5,329-92.6% | $11,427-96.6% |