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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 | $32,171 | $56,200-42.8% | $67,653-52.4% | $59,633-46.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.92% | 18506.71%-18510.6pp | 6625.22%-6629.1pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $3,125 | $1,615+93.5% | $2,266+37.9% | $2,203+41.9% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,426 | $3,959+11.8% | $4,821-8.2% | $4,297+3.0% |