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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 | $32,163 | $58,927-45.4% | $76,824-58.1% | $72,986-55.9% |
| Participation rate | 86.7% | 67.3%+19.3pp | 72.1%+14.6pp | 69.5%+17.2pp |
| Annual return | -3.68% | 2305.64%-2309.3pp | 1166.26%-1169.9pp | 81.01%-84.7pp |
| Employer contribution / active EE | $3,806 | $1,787+113.0% | $2,302+65.3% | $2,440+56.0% |
| Participant deferral / active EE | $7,290 | $2,690+170.9% | $3,336+118.5% | $3,607+102.1% |
| Admin fee / account holder | $1,955 | $4,013-51.3% | $6,421-69.5% | $5,124-61.8% |