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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 | $17,251 | $138,078-87.5% | $125,363-86.2% | $134,509-87.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -50.11% | 750.49%-800.6pp | 572.15%-622.3pp | 418.13%-468.2pp |
| Employer contribution / active EE | $2,492 | $5,245-52.5% | $4,815-48.2% | $4,741-47.4% |
| Participant deferral / active EE | $11,267 | $7,800+44.4% | $7,447+51.3% | $6,400+76.0% |
| Admin fee / account holder | $1,654 | $11,566-85.7% | $10,005-83.5% | $11,427-85.5% |