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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 | $206,991 | $138,102+49.9% | $125,381+65.1% | $134,532+53.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.81% | 750.73%-773.5pp | 572.31%-595.1pp | 418.27%-441.1pp |
| Employer contribution / active EE | $10,163 | $5,245+93.8% | $4,815+111.1% | $4,741+114.4% |
| Participant deferral / active EE | $8,302 | $7,801+6.4% | $7,448+11.5% | $6,401+29.7% |
| Admin fee / account holder | $1,329 | $11,568-88.5% | $10,007-86.7% | $11,429-88.4% |