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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 | $82,971 | $180,466-54.0% | $154,114-46.2% | $135,382-38.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.13% | 888.15%-903.3pp | 735.16%-750.3pp | 519.77%-534.9pp |
| Employer contribution / active EE | $22,628 | $6,035+274.9% | $5,298+327.1% | $4,779+373.5% |
| Participant deferral / active EE | $16,280 | $5,806+180.4% | $5,081+220.4% | $5,609+190.3% |
| Admin fee / account holder | $2,071 | $16,144-87.2% | $13,411-84.6% | $10,829-80.9% |