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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 | $12,927 | $72,446-82.2% | $67,561-80.9% | $145,877-91.1% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | -15.68% | 7211.98%-7227.7pp | 3525.44%-3541.1pp | 551.28%-567.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,099 | $4,785-14.3% | $4,003+2.4% | $6,691-38.7% |
| Admin fee / account holder | $2,376 | $5,541-57.1% | $4,006-40.7% | $13,402-82.3% |