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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 | $17,841 | $30,732-41.9% | $59,496-70.0% | $59,633-70.1% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | -10.38% | 4.47%-14.8pp | 182.05%-192.4pp | 2041.45%-2051.8pp |
| Employer contribution / active EE | $3,333 | $631+428.5% | $1,153+189.1% | $2,203+51.3% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $498 | $2,136-76.7% | $2,232-77.7% | $4,297-88.4% |