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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 | $148,165 | $138,076+7.3% | $123,553+19.9% | $135,380+9.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.41% | 153.70%-170.1pp | 119.21%-135.6pp | 519.81%-536.2pp |
| Employer contribution / active EE | $11,833 | $5,152+129.7% | $4,628+155.7% | $4,779+147.6% |
| Participant deferral / active EE | $34,867 | $6,800+412.8% | $6,426+442.6% | $5,609+521.6% |
| Admin fee / account holder | $10,384 | $10,917-4.9% | $9,284+11.8% | $10,828-4.1% |