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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 | $51,999 | $60,139-13.5% | $90,461-42.5% | $79,856-34.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -23.40% | 71.96%-95.4pp | 1294.76%-1318.2pp | 31.71%-55.1pp |
| Employer contribution / active EE | $18,503 | $2,069+794.4% | $3,264+466.9% | $2,471+648.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,131 | $3,978-46.4% | $5,617-62.1% | $5,306-59.8% |