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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 | $126,875 | $165,399-23.3% | $149,745-15.3% | $158,982-20.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | -7.97% | 348.34%-356.3pp | 276.72%-284.7pp | 302.99%-311.0pp |
| Employer contribution / active EE | $20,199 | $5,105+295.7% | $4,646+334.8% | $4,763+324.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,377 | $10,811-59.5% | $9,312-53.0% | $11,252-61.1% |