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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 | $46,996 | $92,684-49.3% | $82,706-43.2% | $134,509-65.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.39% | 945.84%-968.2pp | 701.76%-724.2pp | 418.13%-440.5pp |
| Employer contribution / active EE | $2,399 | $3,272-26.7% | $3,007-20.2% | $4,741-49.4% |
| Participant deferral / active EE | $5,963 | $4,800+24.2% | $4,394+35.7% | $6,400-6.8% |
| Admin fee / account holder | $450 | $5,982-92.5% | $5,329-91.6% | $11,427-96.1% |