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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 | $9,437 | $68,097-86.1% | $62,929-85.0% | $137,256-93.1% |
| Participation rate | 78.6% | 77.4%+1.1pp | 73.1%+5.5pp | 80.0%-1.4pp |
| Annual return | -14.02% | 1859.11%-1873.1pp | 1063.93%-1077.9pp | 220.34%-234.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,075 | $4,553-54.4% | $3,888-46.6% | $6,407-67.6% |
| Admin fee / account holder | $2,812 | $6,521-56.9% | $5,065-44.5% | $12,270-77.1% |