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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 | $134,617 | $183,592-26.7% | $155,574-13.5% | $145,877-7.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.42% | 61.37%-61.8pp | 64.87%-65.3pp | 551.28%-551.7pp |
| Employer contribution / active EE | $10,662 | $5,317+100.5% | $4,676+128.0% | $4,663+128.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $564 | $19,316-97.1% | $15,914-96.5% | $13,402-95.8% |