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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 | $30,413 | $92,684-67.2% | $82,706-63.2% | $134,509-77.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.44% | 945.84%-970.3pp | 701.76%-726.2pp | 418.13%-442.6pp |
| Employer contribution / active EE | $10,029 | $3,272+206.5% | $3,007+233.5% | $4,741+111.6% |
| Participant deferral / active EE | $13,540 | $4,800+182.1% | $4,394+208.2% | $6,400+111.6% |
| Admin fee / account holder | $1,686 | $5,982-71.8% | $5,329-68.4% | $11,427-85.2% |