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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 | $94,571 | $65,555+44.3% | $86,216+9.7% | $75,173+25.8% |
| Participation rate | 88.5% | 60.5%+28.0pp | 69.0%+19.5pp | 67.2%+21.3pp |
| Annual return | -4.78% | 46.07%-50.9pp | 1169.42%-1174.2pp | 160.72%-165.5pp |
| Employer contribution / active EE | $18,928 | $1,553+1118.6% | $2,382+694.8% | $2,671+608.7% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,649 | $5,469+21.6% | $6,853-3.0% | $5,651+17.7% |