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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 | $34,971 | $97,729-64.2% | $83,830-58.3% | $135,379-74.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.46% | 1287.52%-1298.0pp | 850.97%-861.4pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,579 | $4,222-62.6% | $3,631-56.5% | $4,779-67.0% |
| Participant deferral / active EE | $7,400 | $4,683+58.0% | $4,082+81.3% | $5,609+31.9% |
| Admin fee / account holder | $369 | $6,674-94.5% | $5,479-93.3% | $10,828-96.6% |