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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 | $125,936 | $209,425-39.9% | $178,499-29.4% | $158,966-20.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.08% | 188.80%-189.9pp | 151.10%-152.2pp | 302.95%-304.0pp |
| Employer contribution / active EE | $2,042 | $5,707-64.2% | $5,011-59.3% | $4,762-57.1% |
| Participant deferral / active EE | $2,884 | $5,955-51.6% | $5,202-44.6% | $5,983-51.8% |
| Admin fee / account holder | $2,732 | $17,078-84.0% | $13,986-80.5% | $11,250-75.7% |