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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 | $39,957 | $180,462-77.9% | $154,111-74.1% | $135,379-70.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -21.83% | 888.17%-910.0pp | 735.18%-757.0pp | 519.79%-541.6pp |
| Employer contribution / active EE | $1,443 | $6,036-76.1% | $5,298-72.8% | $4,779-69.8% |
| Participant deferral / active EE | $3,933 | $5,806-32.3% | $5,081-22.6% | $5,609-29.9% |
| Admin fee / account holder | $1,147 | $16,145-92.9% | $13,411-91.4% | $10,828-89.4% |