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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 | $88,231 | $160,059-44.9% | $140,019-37.0% | $135,380-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.29% | 911.48%-920.8pp | 651.17%-660.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $2,600 | $6,420-59.5% | $5,605-53.6% | $4,779-45.6% |
| Participant deferral / active EE | $11,341 | $7,641+48.4% | $6,927+63.7% | $5,609+102.2% |
| Admin fee / account holder | $7,638 | $13,328-42.7% | $10,705-28.7% | $10,828-29.5% |