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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 | $4,106 | $76,522-94.6% | $56,033-92.7% | $145,884-97.2% |
| Participation rate | 90.5% | 63.2%+27.3pp | 52.5%+38.0pp | 80.3%+10.2pp |
| Annual return | -0.79% | 3014.28%-3015.1pp | 1711.38%-1712.2pp | 551.85%-552.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,316 | $2,624-11.7% | $1,954+18.5% | $6,690-65.4% |
| Admin fee / account holder | $560 | $3,328-83.2% | $2,827-80.2% | $13,392-95.8% |