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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 | $99,132 | $84,684+17.1% | $73,835+34.3% | $125,388-20.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.79% | 3123.93%-3128.7pp | 2268.13%-2272.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $7,407 | $3,123+137.2% | $2,788+165.7% | $4,866+52.2% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $364 | $5,691-93.6% | $4,880-92.5% | $9,541-96.2% |