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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 | $55,393 | $138,102-59.9% | $125,381-55.8% | $134,532-58.8% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -23.22% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,195 | $7,801+94.8% | $7,448+104.0% | $6,401+137.4% |
| Admin fee / account holder | $835 | $11,568-92.8% | $10,007-91.7% | $11,429-92.7% |