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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 | $67,905 | $202,342-66.4% | $172,752-60.7% | $152,897-55.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -0.50% | 1029.83%-1030.3pp | 802.97%-803.5pp | 345.43%-345.9pp |
| Employer contribution / active EE | $8,372 | $5,858+42.9% | $5,144+62.8% | $4,764+75.8% |
| Participant deferral / active EE | $5,429 | $5,948-8.7% | $5,198+4.4% | $5,851-7.2% |
| Admin fee / account holder | $445 | $17,111-97.4% | $13,955-96.8% | $11,599-96.2% |