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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 | $25,078 | $76,368-67.2% | $67,681-62.9% | $154,746-83.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 0.68% | 1066.77%-1066.1pp | 590.58%-589.9pp | 172.34%-171.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,954 | $4,824+292.9% | $3,976+376.8% | $6,730+181.6% |
| Admin fee / account holder | $16,258 | $8,559+89.9% | $6,100+166.5% | $14,365+13.2% |