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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 | $103,428 | $144,130-28.2% | $117,861-12.2% | $147,586-29.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -13.91% | 531.20%-545.1pp | 335.11%-349.0pp | 578.59%-592.5pp |
| Employer contribution / active EE | $17,212 | $4,897+251.5% | $3,786+354.6% | $4,876+253.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,303 | $10,887-32.9% | $8,021-9.0% | $10,886-32.9% |