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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 | $99,689 | $99,079+0.6% | $78,002+27.8% | $273,972-63.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | -0.17% | 217.93%-218.1pp | 425.99%-426.2pp | 41.46%-41.6pp |
| Employer contribution / active EE | $6,944 | $3,308+110.0% | $2,470+181.1% | $4,869+42.6% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,329 | $8,954-85.2% | $5,481-75.7% | $10,133-86.9% |