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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 | $41,657 | $180,462-76.9% | $154,111-73.0% | $135,379-69.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.86% | 888.17%-899.0pp | 735.18%-746.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $4,207 | $6,036-30.3% | $5,298-20.6% | $4,779-12.0% |
| Participant deferral / active EE | $3,700 | $5,806-36.3% | $5,081-27.2% | $5,609-34.0% |
| Admin fee / account holder | $1,196 | $16,145-92.6% | $13,411-91.1% | $10,828-89.0% |