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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 | $180,423 | $97,729+84.6% | $83,830+115.2% | $135,379+33.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.04% | 1287.52%-1297.6pp | 850.97%-861.0pp | 519.79%-529.8pp |
| Employer contribution / active EE | $12,509 | $4,222+196.3% | $3,631+244.5% | $4,779+161.7% |
| Participant deferral / active EE | $14,333 | $4,683+206.1% | $4,082+251.1% | $5,609+155.5% |
| Admin fee / account holder | $12,551 | $6,674+88.0% | $5,479+129.1% | $10,828+15.9% |