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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 | $64,790 | $160,059-59.5% | $140,019-53.7% | $135,379-52.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.48% | 911.44%-920.9pp | 651.15%-660.6pp | 519.79%-529.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $22,867 | $7,641+199.3% | $6,927+230.1% | $5,609+307.7% |
| Admin fee / account holder | $371 | $13,328-97.2% | $10,705-96.5% | $10,828-96.6% |