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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 | $33,621 | $90,607-62.9% | $79,467-57.7% | $135,380-75.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.37% | 977.74%-988.1pp | 718.30%-728.7pp | 519.81%-530.2pp |
| Employer contribution / active EE | $11,840 | $3,068+286.0% | $2,800+322.8% | $4,779+147.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,176 | $5,895-80.1% | $5,104-77.0% | $10,828-89.1% |