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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 | $108,593 | $138,068-21.3% | $125,358-13.4% | $134,493-19.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.47% | 750.30%-771.8pp | 572.03%-593.5pp | 418.01%-439.5pp |
| Employer contribution / active EE | $20,896 | $5,244+298.5% | $4,814+334.1% | $4,740+340.8% |
| Participant deferral / active EE | $16,511 | $7,799+111.7% | $7,447+121.7% | $6,400+158.0% |
| Admin fee / account holder | $1,751 | $11,568-84.9% | $10,007-82.5% | $11,425-84.7% |