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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 | $64,354 | $138,102-53.4% | $125,381-48.7% | $134,532-52.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.46% | 750.73%-772.2pp | 572.31%-593.8pp | 418.27%-439.7pp |
| Employer contribution / active EE | $3,815 | $5,245-27.3% | $4,815-20.8% | $4,741-19.5% |
| Participant deferral / active EE | $19,259 | $7,801+146.9% | $7,448+158.6% | $6,401+200.9% |
| Admin fee / account holder | $315 | $11,568-97.3% | $10,007-96.9% | $11,429-97.2% |