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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 | $27,586 | $82,630-66.6% | $64,105-57.0% | $125,389-78.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.72% | 1489.72%-1493.4pp | 791.24%-795.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $848 | $2,671-68.2% | $1,820-53.4% | $4,866-82.6% |
| Participant deferral / active EE | $3,482 | $3,608-3.5% | $2,822+23.4% | $5,352-34.9% |
| Admin fee / account holder | $2,472 | $6,382-61.3% | $4,499-45.1% | $9,541-74.1% |