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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 | $59,709 | $180,462-66.9% | $154,111-61.3% | $135,379-55.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.16% | 888.17%-897.3pp | 735.18%-744.3pp | 519.79%-529.0pp |
| Employer contribution / active EE | $3,284 | $6,036-45.6% | $5,298-38.0% | $4,779-31.3% |
| Participant deferral / active EE | $4,616 | $5,806-20.5% | $5,081-9.1% | $5,609-17.7% |
| Admin fee / account holder | $2,932 | $16,145-81.8% | $13,411-78.1% | $10,828-72.9% |