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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 | $58,218 | $160,059-63.6% | $140,019-58.4% | $135,379-57.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.16% | 911.44%-924.6pp | 651.15%-664.3pp | 519.79%-532.9pp |
| Employer contribution / active EE | $9,231 | $6,420+43.8% | $5,605+64.7% | $4,779+93.2% |
| Participant deferral / active EE | $11,732 | $7,641+53.5% | $6,927+69.4% | $5,609+109.2% |
| Admin fee / account holder | $1,188 | $13,328-91.1% | $10,705-88.9% | $10,828-89.0% |