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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 | $19,230 | $90,607-78.8% | $79,467-75.8% | $135,380-85.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.41% | 977.74%-990.1pp | 718.30%-730.7pp | 519.81%-532.2pp |
| Employer contribution / active EE | $2,181 | $3,068-28.9% | $2,800-22.1% | $4,779-54.4% |
| Participant deferral / active EE | $6,935 | $4,050+71.2% | $3,704+87.2% | $5,609+23.6% |
| Admin fee / account holder | $602 | $5,895-89.8% | $5,104-88.2% | $10,828-94.4% |