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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 | $126,922 | $70,121+81.0% | $63,803+98.9% | $138,895-8.6% |
| Participation rate | 94.7% | 77.2%+17.5pp | 72.7%+22.0pp | 79.9%+14.8pp |
| Annual return | -26.18% | 946.48%-972.7pp | 543.72%-569.9pp | 145.39%-171.6pp |
| Employer contribution / active EE | $9,215 | $2,882+219.7% | $2,532+263.9% | $4,194+119.7% |
| Participant deferral / active EE | $11,169 | $4,535+146.3% | $3,843+190.6% | $6,396+74.6% |
| Admin fee / account holder | $46,551 | $6,738+590.9% | $5,196+795.8% | $12,562+270.6% |