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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 | $84,907 | $56,197+51.1% | $67,652+25.5% | $59,633+42.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -16.36% | 18508.10%-18524.5pp | 6625.40%-6641.8pp | 2041.45%-2057.8pp |
| Employer contribution / active EE | $9,961 | $1,615+516.9% | $2,266+339.7% | $2,203+352.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,386 | $3,958+36.1% | $4,821+11.7% | $4,297+25.3% |