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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 | $180,118 | $138,068+30.5% | $125,358+43.7% | $134,493+33.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -21.32% | 750.30%-771.6pp | 572.03%-593.4pp | 418.01%-439.3pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,544 | $7,799+35.2% | $7,447+41.6% | $6,400+64.8% |
| Admin fee / account holder | $5,177 | $11,568-55.2% | $10,007-48.3% | $11,425-54.7% |