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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 | $12,478 | $88,754-85.9% | $81,820-84.7% | $145,877-91.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.74% | 1031.77%-1028.0pp | 777.93%-774.2pp | 551.28%-547.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,046 | $4,648-34.5% | $4,323-29.5% | $6,691-54.5% |
| Admin fee / account holder | $1,041 | $8,424-87.6% | $7,391-85.9% | $13,402-92.2% |