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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 | $161,040 | $90,617+77.7% | $79,476+102.6% | $135,382+19.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.98% | 977.57%-987.6pp | 718.21%-728.2pp | 519.77%-529.8pp |
| Employer contribution / active EE | $9,796 | $3,068+219.3% | $2,800+249.8% | $4,779+105.0% |
| Participant deferral / active EE | $3,600 | $4,050-11.1% | $3,704-2.8% | $5,609-35.8% |
| Admin fee / account holder | $2,663 | $5,907-54.9% | $5,113-47.9% | $10,829-75.4% |