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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 | $23,828 | $138,102-82.7% | $125,381-81.0% | $134,532-82.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -42.12% | 750.73%-792.8pp | 572.31%-614.4pp | 418.27%-460.4pp |
| Employer contribution / active EE | $6,414 | $5,245+22.3% | $4,815+33.2% | $4,741+35.3% |
| Participant deferral / active EE | $11,287 | $7,801+44.7% | $7,448+51.6% | $6,401+76.3% |
| Admin fee / account holder | $1,758 | $11,568-84.8% | $10,007-82.4% | $11,429-84.6% |