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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 | $70,121+19.2% | $63,803+31.0% | $138,895-39.8% |
| Participation rate | 70.6% | 77.2%-6.6pp | 72.7%-2.1pp | 79.9%-9.3pp |
| Annual return | -28.97% | 946.48%-975.5pp | 543.72%-572.7pp | 145.39%-174.4pp |
| Employer contribution / active EE | $425 | $2,882-85.2% | $2,532-83.2% | $4,194-89.9% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $724 | $6,738-89.2% | $5,196-86.1% | $12,562-94.2% |