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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 | $79,994 | $202,345-60.5% | $172,755-53.7% | $152,885-47.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -4.10% | 1029.77%-1033.9pp | 802.94%-807.0pp | 345.39%-349.5pp |
| Employer contribution / active EE | $5,781 | $5,858-1.3% | $5,144+12.4% | $4,763+21.4% |
| Participant deferral / active EE | $6,062 | $5,948+1.9% | $5,198+16.6% | $5,851+3.6% |
| Admin fee / account holder | $954 | $17,111-94.4% | $13,955-93.2% | $11,598-91.8% |