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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 | $189,978 | $138,078+37.6% | $125,363+51.5% | $134,509+41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.31% | 750.49%-777.8pp | 572.15%-599.5pp | 418.13%-445.4pp |
| Employer contribution / active EE | $26,745 | $5,245+409.9% | $4,815+455.5% | $4,741+464.2% |
| Participant deferral / active EE | $21,077 | $7,800+170.2% | $7,447+183.0% | $6,400+229.3% |
| Admin fee / account holder | $756 | $11,566-93.5% | $10,005-92.4% | $11,427-93.4% |