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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 | $160,929 | $180,459-10.8% | $154,108+4.4% | $135,380+18.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.78% | 888.21%-900.0pp | 735.21%-747.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $7,145 | $6,035+18.4% | $5,298+34.9% | $4,779+49.5% |
| Participant deferral / active EE | $7,341 | $5,806+26.4% | $5,081+44.5% | $5,609+30.9% |
| Admin fee / account holder | $2,760 | $16,145-82.9% | $13,411-79.4% | $10,828-74.5% |