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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 | $94,857 | $180,466-47.4% | $154,114-38.5% | $135,382-29.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.41% | 888.15%-899.6pp | 735.16%-746.6pp | 519.77%-531.2pp |
| Employer contribution / active EE | $11,133 | $6,035+84.5% | $5,298+110.2% | $4,779+133.0% |
| Participant deferral / active EE | $5,868 | $5,806+1.1% | $5,081+15.5% | $5,609+4.6% |
| Admin fee / account holder | $11,093 | $16,144-31.3% | $13,411-17.3% | $10,829+2.4% |