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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 | $51,620 | $109,411-52.8% | $89,435-42.3% | $158,982-67.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.41% | 345.68%-346.1pp | 245.55%-246.0pp | 302.99%-303.4pp |
| Employer contribution / active EE | $5,483 | $3,173+72.8% | $2,587+112.0% | $4,763+15.1% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $406 | $6,159-93.4% | $4,884-91.7% | $11,252-96.4% |