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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 | $155,407 | $82,630+88.1% | $64,105+142.4% | $125,389+23.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -4.04% | 1489.72%-1493.8pp | 791.24%-795.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $13,785 | $2,671+416.0% | $1,820+657.4% | $4,866+183.3% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $728 | $6,382-88.6% | $4,499-83.8% | $9,541-92.4% |