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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 | $96,943 | $160,059-39.4% | $140,019-30.8% | $135,382-28.4% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | -10.08% | 911.44%-921.5pp | 651.15%-661.2pp | 519.77%-529.8pp |
| Employer contribution / active EE | $2,479 | $6,420-61.4% | $5,605-55.8% | $4,779-48.1% |
| Participant deferral / active EE | $6,602 | $7,641-13.6% | $6,927-4.7% | $5,609+17.7% |
| Admin fee / account holder | $4,615 | $13,328-65.4% | $10,705-56.9% | $10,829-57.4% |