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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 | $96,374 | $160,028-39.8% | $147,080-34.5% | $145,884-33.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -2.92% | 98.60%-101.5pp | 420.17%-423.1pp | 551.85%-554.8pp |
| Employer contribution / active EE | $12,022 | $5,286+127.4% | $4,933+143.7% | $4,662+157.9% |
| Participant deferral / active EE | $5,036 | $8,422-40.2% | $8,066-37.6% | $6,690-24.7% |
| Admin fee / account holder | $7,537 | $15,030-49.9% | $12,989-42.0% | $13,392-43.7% |