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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 | $173,830 | $82,630+110.4% | $64,105+171.2% | $125,389+38.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -7.49% | 1489.72%-1497.2pp | 791.24%-798.7pp | 282.24%-289.7pp |
| Employer contribution / active EE | $2,010 | $2,671-24.8% | $1,820+10.4% | $4,866-58.7% |
| Participant deferral / active EE | $9,000 | $3,608+149.4% | $2,822+219.0% | $5,352+68.2% |
| Admin fee / account holder | $6,091 | $6,382-4.6% | $4,499+35.4% | $9,541-36.2% |