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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 | $80,002 | $135,645-41.0% | $110,243-27.4% | $135,380-40.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.77% | 513.24%-523.0pp | 314.76%-324.5pp | 519.81%-529.6pp |
| Employer contribution / active EE | $3,187 | $4,907-35.0% | $3,827-16.7% | $4,779-33.3% |
| Participant deferral / active EE | $10,641 | $5,507+93.2% | $4,672+127.8% | $5,609+89.7% |
| Admin fee / account holder | $1,159 | $11,458-89.9% | $8,548-86.4% | $10,828-89.3% |