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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 | $2,977 | $84,628-96.5% | $61,501-95.2% | $134,545-97.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -114.98% | 585.61%-700.6pp | 339.04%-454.0pp | 418.37%-533.3pp |
| Employer contribution / active EE | $1,607 | $1,545+4.1% | $1,160+38.6% | $4,742-66.1% |
| Participant deferral / active EE | $1,987 | $2,819-29.5% | $2,125-6.5% | $6,401-69.0% |
| Admin fee / account holder | $480 | $2,587-81.4% | $2,132-77.5% | $11,431-95.8% |