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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 | $113,270 | $138,114-18.0% | $125,391-9.7% | $134,545-15.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.63% | 750.88%-778.5pp | 572.41%-600.0pp | 418.37%-446.0pp |
| Employer contribution / active EE | $50,680 | $5,246+866.1% | $4,816+952.4% | $4,742+968.8% |
| Participant deferral / active EE | $3,987 | $7,801-48.9% | $7,448-46.5% | $6,401-37.7% |
| Admin fee / account holder | $763 | $11,570-93.4% | $10,009-92.4% | $11,431-93.3% |