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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 | $52,649 | $160,059-67.1% | $140,019-62.4% | $135,382-61.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.62% | 911.44%-923.1pp | 651.15%-662.8pp | 519.77%-531.4pp |
| Employer contribution / active EE | $1,376 | $6,420-78.6% | $5,605-75.5% | $4,779-71.2% |
| Participant deferral / active EE | $4,031 | $7,641-47.2% | $6,927-41.8% | $5,609-28.1% |
| Admin fee / account holder | $539 | $13,328-96.0% | $10,705-95.0% | $10,829-95.0% |