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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 | $20,578 | $106,008-80.6% | $92,240-77.7% | $147,586-86.1% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 3.07% | 50.05%-47.0pp | 176.29%-173.2pp | 578.59%-575.5pp |
| Employer contribution / active EE | $2,174 | $4,333-49.8% | $3,680-40.9% | $4,876-55.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,445 | $6,333-77.2% | $5,194-72.2% | $10,886-86.7% |