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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 | $29,599 | $138,114-78.6% | $125,391-76.4% | $134,545-78.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.99% | 750.88%-771.9pp | 572.41%-593.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $2,455 | $5,246-53.2% | $4,816-49.0% | $4,742-48.2% |
| Participant deferral / active EE | $6,868 | $7,801-12.0% | $7,448-7.8% | $6,401+7.3% |
| Admin fee / account holder | $1,143 | $11,570-90.1% | $10,009-88.6% | $11,431-90.0% |