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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 | $69,405 | $97,761-29.0% | $83,850-17.2% | $135,382-48.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.18% | 1287.44%-1299.6pp | 850.92%-863.1pp | 519.77%-532.0pp |
| Employer contribution / active EE | $3,365 | $4,222-20.3% | $3,631-7.3% | $4,779-29.6% |
| Participant deferral / active EE | $13,145 | $4,682+180.7% | $4,082+222.0% | $5,609+134.4% |
| Admin fee / account holder | $639 | $6,674-90.4% | $5,478-88.3% | $10,829-94.1% |