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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 | $202,496 | $138,114+46.6% | $125,391+61.5% | $134,545+50.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.05% | 750.88%-772.9pp | 572.41%-594.5pp | 418.37%-440.4pp |
| Employer contribution / active EE | $2,368 | $5,246-54.9% | $4,816-50.8% | $4,742-50.1% |
| Participant deferral / active EE | $15,932 | $7,801+104.2% | $7,448+113.9% | $6,401+148.9% |
| Admin fee / account holder | $8,944 | $11,570-22.7% | $10,009-10.6% | $11,431-21.8% |