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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 | $34,609 | $180,466-80.8% | $154,114-77.5% | $135,382-74.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.11% | 888.15%-897.3pp | 735.16%-744.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $2,152 | $6,035-64.3% | $5,298-59.4% | $4,779-55.0% |
| Participant deferral / active EE | $3,172 | $5,806-45.4% | $5,081-37.6% | $5,609-43.4% |
| Admin fee / account holder | $603 | $16,144-96.3% | $13,411-95.5% | $10,829-94.4% |