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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 | $32,042 | $92,684-65.4% | $82,706-61.3% | $134,509-76.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.23% | 945.84%-967.1pp | 701.76%-723.0pp | 418.13%-439.4pp |
| Employer contribution / active EE | $10,726 | $3,272+227.8% | $3,007+256.6% | $4,741+126.3% |
| Participant deferral / active EE | $6,125 | $4,800+27.6% | $4,394+39.4% | $6,400-4.3% |
| Admin fee / account holder | $1,233 | $5,982-79.4% | $5,329-76.9% | $11,427-89.2% |