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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 | $16,537 | $44,850-63.1% | $60,547-72.7% | $59,633-72.3% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -2.88% | 1074.14%-1077.0pp | 335.64%-338.5pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $3,099 | $1,462+112.0% | $2,419+28.1% | $2,203+40.7% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,195 | $3,635-12.1% | $4,536-29.6% | $4,297-25.7% |