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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 | $35,715 | $138,102-74.1% | $125,381-71.5% | $134,532-73.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.38% | 750.73%-776.1pp | 572.31%-597.7pp | 418.27%-443.6pp |
| Employer contribution / active EE | $4,508 | $5,245-14.1% | $4,815-6.4% | $4,741-4.9% |
| Participant deferral / active EE | $14,340 | $7,801+83.8% | $7,448+92.5% | $6,401+124.0% |
| Admin fee / account holder | $481 | $11,568-95.8% | $10,007-95.2% | $11,429-95.8% |