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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 | $68,917 | $171,867-59.9% | $149,721-54.0% | $147,586-53.3% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | -1.31% | 2113.36%-2114.7pp | 1501.67%-1503.0pp | 578.59%-579.9pp |
| Employer contribution / active EE | $11,843 | $6,275+88.7% | $5,444+117.5% | $4,876+142.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,202 | $13,799+31.9% | $11,282+61.3% | $10,886+67.2% |