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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 | $17,263 | $111,785-84.6% | $93,669-81.6% | $145,877-88.2% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 0.11% | 203.79%-203.7pp | 133.59%-133.5pp | 551.28%-551.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,910 | $4,919-40.8% | $4,416-34.1% | $6,691-56.5% |
| Admin fee / account holder | $1,807 | $10,256-82.4% | $8,291-78.2% | $13,402-86.5% |