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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 | $128,509 | $90,606+41.8% | $79,466+61.7% | $135,379-5.1% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -10.51% | 977.69%-988.2pp | 718.28%-728.8pp | 519.79%-530.3pp |
| Employer contribution / active EE | $4,579 | $3,068+49.3% | $2,800+63.5% | $4,779-4.2% |
| Participant deferral / active EE | $5,184 | $4,050+28.0% | $3,704+40.0% | $5,609-7.6% |
| Admin fee / account holder | $37,166 | $5,895+530.5% | $5,104+628.2% | $10,828+243.2% |