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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 | $38,019 | $169,356-77.6% | $129,406-70.6% | $145,897-73.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -7.21% | 14418.62%-14425.8pp | 9468.18%-9475.4pp | 552.29%-559.5pp |
| Employer contribution / active EE | $2,706 | $5,542-51.2% | $4,155-34.9% | $4,663-42.0% |
| Participant deferral / active EE | $8,096 | $4,987+62.4% | $4,167+94.3% | $6,689+21.0% |
| Admin fee / account holder | $336 | $9,915-96.6% | $7,689-95.6% | $13,390-97.5% |