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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 | $29,984 | $99,079-69.7% | $78,002-61.6% | $273,972-89.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -1.44% | 217.93%-219.4pp | 425.99%-427.4pp | 41.46%-42.9pp |
| Employer contribution / active EE | $1,311 | $3,308-60.4% | $2,470-46.9% | $4,869-73.1% |
| Participant deferral / active EE | $1,394 | $4,306-67.6% | $3,497-60.1% | $5,287-73.6% |
| Admin fee / account holder | $443 | $8,954-95.1% | $5,481-91.9% | $10,133-95.6% |