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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 | $91,991 | $197,819-53.5% | $155,789-41.0% | $125,389-26.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.05% | 86.73%-91.8pp | 71.54%-76.6pp | 282.24%-287.3pp |
| Employer contribution / active EE | $7,601 | $4,850+56.7% | $3,839+98.0% | $4,866+56.2% |
| Participant deferral / active EE | $6,577 | $5,631+16.8% | $4,798+37.1% | $5,352+22.9% |
| Admin fee / account holder | $488 | $9,544-94.9% | $7,477-93.5% | $9,541-94.9% |