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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 | $125,925 | $160,059-21.3% | $140,019-10.1% | $135,380-7.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.69% | 911.48%-921.2pp | 651.17%-660.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $7,649 | $6,420+19.2% | $5,605+36.5% | $4,779+60.1% |
| Participant deferral / active EE | $17,091 | $7,641+123.7% | $6,927+146.7% | $5,609+204.7% |
| Admin fee / account holder | $460 | $13,328-96.5% | $10,705-95.7% | $10,828-95.7% |