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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 | $233,182 | $138,078+68.9% | $125,363+86.0% | $134,509+73.4% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -21.48% | 750.49%-772.0pp | 572.15%-593.6pp | 418.13%-439.6pp |
| Employer contribution / active EE | $4,030 | $5,245-23.2% | $4,815-16.3% | $4,741-15.0% |
| Participant deferral / active EE | $14,560 | $7,800+86.7% | $7,447+95.5% | $6,400+127.5% |
| Admin fee / account holder | $4,269 | $11,566-63.1% | $10,005-57.3% | $11,427-62.6% |