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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 | $54,703 | $168,635-67.6% | $147,617-62.9% | $125,389-56.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.14% | 77.65%-81.8pp | 61.98%-66.1pp | 282.24%-286.4pp |
| Employer contribution / active EE | $9,931 | $6,252+58.8% | $5,564+78.5% | $4,866+104.1% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,895+145.1% | $5,352+124.2% |
| Admin fee / account holder | $828 | $13,580-93.9% | $11,612-92.9% | $9,541-91.3% |