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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 | $150,847 | $82,674+82.5% | $125,381+20.3% | $68,486+120.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.83% | -5.97%-16.9pp | 572.31%-595.1pp | -7.85%-15.0pp |
| Employer contribution / active EE | $20,711 | $3,382+512.4% | $4,815+330.1% | $2,597+697.6% |
| Participant deferral / active EE | $9,772 | $6,111+59.9% | $7,448+31.2% | $4,028+142.6% |
| Admin fee / account holder | $1,027 | $6,277-83.6% | $10,007-89.7% | $5,404-81.0% |