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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 | $131,594 | $176,077-25.3% | $159,455-17.5% | $167,518-21.4% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | -28.24% | 331.83%-360.1pp | 263.63%-291.9pp | 478.71%-506.9pp |
| Employer contribution / active EE | $21,370 | $5,298+303.4% | $4,830+342.4% | $4,838+341.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,230 | $12,556+5.4% | $10,800+22.5% | $12,312+7.5% |