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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 | $4,183 | $76,519-94.5% | $56,025-92.5% | $145,897-97.1% |
| Participation rate | 78.3% | 63.2%+15.0pp | 52.5%+25.8pp | 80.3%-2.0pp |
| Annual return | -11.19% | 3017.03%-3028.2pp | 1712.69%-1723.9pp | 552.29%-563.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,706 | $2,624-35.0% | $1,955-12.7% | $6,689-74.5% |
| Admin fee / account holder | $1,026 | $3,331-69.2% | $2,828-63.7% | $13,390-92.3% |