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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 | $22,347 | $104,106-78.5% | $71,086-68.6% | $135,379-83.5% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -12.86% | 1256.30%-1269.2pp | 650.59%-663.5pp | 519.79%-532.7pp |
| Employer contribution / active EE | $567 | $1,485-61.8% | $1,088-47.8% | $4,779-88.1% |
| Participant deferral / active EE | $3,592 | $2,527+42.1% | $1,874+91.6% | $5,609-36.0% |
| Admin fee / account holder | $315 | $4,142-92.4% | $3,082-89.8% | $10,828-97.1% |