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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 | $104,368 | $160,040-34.8% | $147,096-29.0% | $145,877-28.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | -34.57% | 98.49%-133.1pp | 419.75%-454.3pp | 551.28%-585.8pp |
| Employer contribution / active EE | $16,916 | $5,289+219.8% | $4,936+242.7% | $4,663+262.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,739 | $15,050-55.2% | $13,005-48.2% | $13,402-49.7% |