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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 | $53,059 | $100,911-47.4% | $90,440-41.3% | $158,966-66.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -8.17% | 1726.62%-1734.8pp | 1294.38%-1302.6pp | 302.95%-311.1pp |
| Employer contribution / active EE | $2,340 | $3,690-36.6% | $3,263-28.3% | $4,762-50.9% |
| Participant deferral / active EE | $2,376 | $4,348-45.4% | $3,964-40.0% | $5,983-60.3% |
| Admin fee / account holder | $711 | $6,507-89.1% | $5,615-87.3% | $11,250-93.7% |