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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 | $115,447 | $157,304-26.6% | $141,197-18.2% | $152,909-24.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -0.53% | 64.34%-64.9pp | 71.41%-71.9pp | 345.46%-346.0pp |
| Employer contribution / active EE | $6,297 | $5,263+19.7% | $4,736+33.0% | $4,764+32.2% |
| Participant deferral / active EE | $4,219 | $7,111-40.7% | $6,710-37.1% | $5,851-27.9% |
| Admin fee / account holder | $2,443 | $12,126-79.8% | $10,265-76.2% | $11,601-78.9% |