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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 | $90,219 | $56,199+60.5% | $67,652+33.4% | $59,632+51.3% |
| Participation rate | 96.2% | 71.5%+24.7pp | 75.7%+20.5pp | 68.7%+27.5pp |
| Annual return | -3.28% | 18505.31%-18508.6pp | 6625.04%-6628.3pp | 2041.32%-2044.6pp |
| Employer contribution / active EE | $5,769 | $1,614+257.3% | $2,266+154.7% | $2,203+161.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,946 | $3,958-50.8% | $4,821-59.6% | $4,297-54.7% |