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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 | $88,702-65.3% | $81,780-62.4% | $145,978-78.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -33.70% | 1029.12%-1062.8pp | 776.27%-810.0pp | 550.52%-584.2pp |
| Employer contribution / active EE | $2,543 | $3,084-17.6% | $2,914-12.7% | $4,662-45.5% |
| Participant deferral / active EE | $7,564 | $4,645+62.8% | $4,321+75.1% | $6,690+13.1% |
| Admin fee / account holder | $7,709 | $8,414-8.4% | $7,384+4.4% | $13,400-42.5% |