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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 | $91,720 | $202,342-54.7% | $172,753-46.9% | $152,909-40.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -0.97% | 1029.88%-1030.8pp | 803.00%-804.0pp | 345.46%-346.4pp |
| Employer contribution / active EE | $1,888 | $5,857-67.8% | $5,144-63.3% | $4,764-60.4% |
| Participant deferral / active EE | $7,469 | $5,948+25.6% | $5,198+43.7% | $5,851+27.6% |
| Admin fee / account holder | $1,462 | $17,112-91.5% | $13,956-89.5% | $11,601-87.4% |