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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 | $61,349 | $160,059-61.7% | $140,019-56.2% | $135,380-54.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.97% | 911.48%-923.4pp | 651.17%-663.1pp | 519.81%-531.8pp |
| Employer contribution / active EE | $2,693 | $6,420-58.1% | $5,605-52.0% | $4,779-43.6% |
| Participant deferral / active EE | $3,908 | $7,641-48.8% | $6,927-43.6% | $5,609-30.3% |
| Admin fee / account holder | $5,677 | $13,328-57.4% | $10,705-47.0% | $10,828-47.6% |