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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 | $107,665 | $103,008+4.5% | $90,304+19.2% | $152,897-29.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -0.86% | 95.22%-96.1pp | 78.13%-79.0pp | 345.43%-346.3pp |
| Employer contribution / active EE | $6,905 | $3,139+120.0% | $2,855+141.9% | $4,764+45.0% |
| Participant deferral / active EE | $8,459 | $4,281+97.6% | $3,885+117.7% | $5,851+44.6% |
| Admin fee / account holder | $16,506 | $6,175+167.3% | $5,354+208.3% | $11,599+42.3% |