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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 | $30,586 | $138,078-77.8% | $125,363-75.6% | $134,509-77.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.46% | 750.49%-778.0pp | 572.15%-599.6pp | 418.13%-445.6pp |
| Employer contribution / active EE | $4,118 | $5,245-21.5% | $4,815-14.5% | $4,741-13.1% |
| Participant deferral / active EE | $9,836 | $7,800+26.1% | $7,447+32.1% | $6,400+53.7% |
| Admin fee / account holder | $6,713 | $11,566-42.0% | $10,005-32.9% | $11,427-41.2% |