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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 | $68,694 | $99,079-30.7% | $78,002-11.9% | $273,972-74.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -2.39% | 217.93%-220.3pp | 425.99%-428.4pp | 41.46%-43.8pp |
| Employer contribution / active EE | $917 | $3,308-72.3% | $2,470-62.9% | $4,869-81.2% |
| Participant deferral / active EE | $1,416 | $4,306-67.1% | $3,497-59.5% | $5,287-73.2% |
| Admin fee / account holder | $734 | $8,954-91.8% | $5,481-86.6% | $10,133-92.8% |