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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 | $29,350 | $138,102-78.7% | $125,381-76.6% | $134,532-78.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.80% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $3,183 | $5,245-39.3% | $4,815-33.9% | $4,741-32.9% |
| Participant deferral / active EE | $8,966 | $7,801+14.9% | $7,448+20.4% | $6,401+40.1% |
| Admin fee / account holder | $395 | $11,568-96.6% | $10,007-96.1% | $11,429-96.5% |