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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 | $59,355 | $180,462-67.1% | $154,111-61.5% | $135,379-56.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.10% | 888.17%-898.3pp | 735.18%-745.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $13,811 | $6,036+128.8% | $5,298+160.7% | $4,779+189.0% |
| Participant deferral / active EE | $7,133 | $5,806+22.8% | $5,081+40.4% | $5,609+27.2% |
| Admin fee / account holder | $366 | $16,145-97.7% | $13,411-97.3% | $10,828-96.6% |