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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 | $209,951 | $104,577+100.8% | $76,667+173.8% | $152,909+37.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | -2.32% | 1014.36%-1016.7pp | 1166.74%-1169.1pp | 345.46%-347.8pp |
| Employer contribution / active EE | $11,547 | $3,119+270.2% | $2,303+401.4% | $4,764+142.4% |
| Participant deferral / active EE | $8,509 | $4,237+100.8% | $3,336+155.1% | $5,851+45.4% |
| Admin fee / account holder | $1,008 | $12,290-91.8% | $6,423-84.3% | $11,601-91.3% |