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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 | $24,985 | $48,274-48.2% | $63,244-60.5% | $59,633-58.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -3.68% | -240.79%+237.1pp | -70.31%+66.6pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $1,000 | $1,586-37.0% | $2,322-56.9% | $2,203-54.6% |
| Participant deferral / active EE | $957 | $2,343-59.1% | $2,953-67.6% | $3,192-70.0% |
| Admin fee / account holder | $734 | $3,600-79.6% | $5,893-87.5% | $4,297-82.9% |