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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 | $81,940 | $76,522+7.1% | $56,033+46.2% | $145,884-43.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 1.50% | 3014.28%-3012.8pp | 1711.38%-1709.9pp | 551.85%-550.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,400 | $2,624+753.7% | $1,954+1046.4% | $6,690+234.8% |
| Admin fee / account holder | $3,672 | $3,328+10.3% | $2,827+29.9% | $13,392-72.6% |