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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 | $71,017 | $135,639-47.6% | $110,241-35.6% | $135,382-47.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.98% | 513.21%-522.2pp | 314.75%-323.7pp | 519.77%-528.8pp |
| Employer contribution / active EE | $2,000 | $4,907-59.2% | $3,827-47.7% | $4,779-58.1% |
| Participant deferral / active EE | $7,079 | $5,507+28.6% | $4,672+51.5% | $5,609+26.2% |
| Admin fee / account holder | $3,439 | $11,457-70.0% | $8,548-59.8% | $10,829-68.2% |