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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 | $126,697 | $107,941+17.4% | $91,994+37.7% | $152,909-17.1% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.5%+9.2pp |
| Annual return | -0.20% | 89.28%-89.5pp | 69.04%-69.2pp | 345.46%-345.7pp |
| Employer contribution / active EE | $10,651 | $4,212+152.9% | $3,453+208.5% | $4,764+123.6% |
| Participant deferral / active EE | $3,550 | $6,366-44.2% | $5,924-40.1% | $5,851-39.3% |
| Admin fee / account holder | $1,059 | $10,521-89.9% | $7,744-86.3% | $11,601-90.9% |