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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 | $29,115 | $138,102-78.9% | $125,381-76.8% | $134,532-78.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.86% | 750.73%-771.6pp | 572.31%-593.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,785 | $7,801+63.9% | $7,448+71.7% | $6,401+99.7% |
| Admin fee / account holder | $1,461 | $11,568-87.4% | $10,007-85.4% | $11,429-87.2% |