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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 | $204,437 | $197,819+3.3% | $155,789+31.2% | $125,389+63.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.23% | 86.73%-92.0pp | 71.54%-76.8pp | 282.24%-287.5pp |
| Employer contribution / active EE | $14,434 | $4,850+197.6% | $3,839+276.0% | $4,866+196.6% |
| Participant deferral / active EE | $17,000 | $5,631+201.9% | $4,798+254.3% | $5,352+217.7% |
| Admin fee / account holder | $2,454 | $9,544-74.3% | $7,477-67.2% | $9,541-74.3% |