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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 | $129,111 | $138,114-6.5% | $125,391+3.0% | $134,545-4.0% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -21.44% | 750.88%-772.3pp | 572.41%-593.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $2,665 | $5,246-49.2% | $4,816-44.7% | $4,742-43.8% |
| Participant deferral / active EE | $6,197 | $7,801-20.6% | $7,448-16.8% | $6,401-3.2% |
| Admin fee / account holder | $5,742 | $11,570-50.4% | $10,009-42.6% | $11,431-49.8% |