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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 | $99,231 | $138,102-28.1% | $125,381-20.9% | $134,532-26.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.76% | 750.73%-775.5pp | 572.31%-597.1pp | 418.27%-443.0pp |
| Employer contribution / active EE | $4,633 | $5,245-11.7% | $4,815-3.8% | $4,741-2.3% |
| Participant deferral / active EE | $3,085 | $7,801-60.5% | $7,448-58.6% | $6,401-51.8% |
| Admin fee / account holder | $5,576 | $11,568-51.8% | $10,007-44.3% | $11,429-51.2% |