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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 | $62,015 | $150,447-58.8% | $136,298-54.5% | $147,586-58.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | -122.71% | 1049.15%-1171.9pp | 5156.27%-5279.0pp | 578.59%-701.3pp |
| Employer contribution / active EE | $41,364 | $5,256+686.9% | $4,696+780.9% | $4,876+748.2% |
| Participant deferral / active EE | $23,201 | $6,631+249.9% | $6,247+271.4% | $5,439+326.6% |
| Admin fee / account holder | $1,621 | $10,906-85.1% | $9,244-82.5% | $10,886-85.1% |