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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 | $30,775 | $88,815-65.3% | $81,882-62.4% | $145,897-78.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -33.70% | 1033.75%-1067.4pp | 779.47%-813.2pp | 552.29%-586.0pp |
| Employer contribution / active EE | $2,543 | $3,086-17.6% | $2,916-12.8% | $4,663-45.5% |
| Participant deferral / active EE | $7,564 | $4,647+62.8% | $4,323+75.0% | $6,689+13.1% |
| Admin fee / account holder | $7,709 | $8,434-8.6% | $7,360+4.7% | $13,390-42.4% |