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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 | $195,669 | $202,342-3.3% | $172,752+13.3% | $152,897+28.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | -44.10% | 1029.83%-1073.9pp | 802.97%-847.1pp | 345.43%-389.5pp |
| Employer contribution / active EE | $6,802 | $5,858+16.1% | $5,144+32.2% | $4,764+42.8% |
| Participant deferral / active EE | $4,565 | $5,948-23.3% | $5,198-12.2% | $5,851-22.0% |
| Admin fee / account holder | $191,392 | $17,111+1018.5% | $13,955+1271.5% | $11,599+1550.0% |