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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 | $99,483 | $157,304-36.8% | $141,197-29.5% | $152,909-34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -1.45% | 64.34%-65.8pp | 71.41%-72.9pp | 345.46%-346.9pp |
| Employer contribution / active EE | $2,075 | $5,263-60.6% | $4,736-56.2% | $4,764-56.4% |
| Participant deferral / active EE | $15,759 | $7,111+121.6% | $6,710+134.8% | $5,851+169.3% |
| Admin fee / account holder | $415 | $12,126-96.6% | $10,265-96.0% | $11,601-96.4% |