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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 | $138,114-21.4% | $125,391-13.4% | $134,545-19.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.47% | 750.88%-772.4pp | 572.41%-593.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $20,896 | $5,246+298.3% | $4,816+333.9% | $4,742+340.7% |
| Participant deferral / active EE | $16,511 | $7,801+111.7% | $7,448+121.7% | $6,401+157.9% |
| Admin fee / account holder | $1,751 | $11,570-84.9% | $10,009-82.5% | $11,431-84.7% |