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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 | $65,656 | $56,197+16.8% | $67,652-2.9% | $59,633+10.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -13.42% | 18508.10%-18521.5pp | 6625.40%-6638.8pp | 2041.45%-2054.9pp |
| Employer contribution / active EE | $6,450 | $1,615+299.4% | $2,266+184.7% | $2,203+192.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,470 | $3,958-62.9% | $4,821-69.5% | $4,297-65.8% |