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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 | $2,031 | $29,733-93.2% | $56,025-96.4% | $80,959-97.5% |
| Participation rate | 71.1% | 41.7%+29.4pp | 52.5%+18.6pp | 67.7%+3.4pp |
| Annual return | -16.38% | 35.28%-51.7pp | 1712.69%-1729.1pp | 35.67%-52.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $993 | $1,229-19.3% | $1,955-49.2% | $4,300-76.9% |
| Admin fee / account holder | $370 | $2,434-84.8% | $2,828-86.9% | $6,925-94.7% |