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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 | $83,562 | $68,097+22.7% | $62,929+32.8% | $137,256-39.1% |
| Participation rate | 70.6% | 77.4%-6.9pp | 73.1%-2.5pp | 80.0%-9.4pp |
| Annual return | -28.97% | 1859.11%-1888.1pp | 1063.93%-1092.9pp | 220.34%-249.3pp |
| Employer contribution / active EE | $425 | $2,811-84.9% | $2,505-83.0% | $4,156-89.8% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $724 | $6,521-88.9% | $5,065-85.7% | $12,270-94.1% |