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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 | $188,435 | $160,040+17.7% | $147,096+28.1% | $145,877+29.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.02% | 98.49%-94.5pp | 419.75%-415.7pp | 551.28%-547.3pp |
| Employer contribution / active EE | $28,389 | $5,289+436.7% | $4,936+475.2% | $4,663+508.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,714 | $15,050-48.7% | $13,005-40.7% | $13,402-42.4% |