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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 | $85,169 | $160,059-46.8% | $140,019-39.2% | $135,380-37.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.81% | 911.48%-922.3pp | 651.17%-662.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,773 | $6,420-56.8% | $5,605-50.5% | $4,779-42.0% |
| Participant deferral / active EE | $9,805 | $7,641+28.3% | $6,927+41.6% | $5,609+74.8% |
| Admin fee / account holder | $503 | $13,328-96.2% | $10,705-95.3% | $10,828-95.4% |