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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 | $17,612 | $108,685-83.8% | $74,719-76.4% | $152,885-88.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | -3.20% | 114.09%-117.3pp | 753.05%-756.2pp | 345.39%-348.6pp |
| Employer contribution / active EE | $1,002 | $1,504-33.4% | $1,084-7.6% | $4,763-79.0% |
| Participant deferral / active EE | $1,043 | $2,712-61.6% | $1,963-46.9% | $5,851-82.2% |
| Admin fee / account holder | $803 | $4,905-83.6% | $3,334-75.9% | $11,598-93.1% |