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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 | $167,598 | $84,685+97.9% | $73,836+127.0% | $125,389+33.7% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -3.71% | 3123.80%-3127.5pp | 2268.06%-2271.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $17,531 | $3,123+461.3% | $2,787+528.9% | $4,866+260.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,423 | $5,694-75.0% | $4,882-70.9% | $9,541-85.1% |