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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 | $95,596 | $114,093-16.2% | $96,171-0.6% | $167,536-42.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.73% | 190.00%-189.3pp | 192.04%-191.3pp | 478.82%-478.1pp |
| Employer contribution / active EE | $1,083 | $3,429-68.4% | $2,799-61.3% | $4,839-77.6% |
| Participant deferral / active EE | $1,228 | $5,197-76.4% | $4,350-71.8% | $6,342-80.6% |
| Admin fee / account holder | $671 | $6,899-90.3% | $5,538-87.9% | $12,315-94.5% |