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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 | $148,086 | $148,623-0.4% | $135,974+8.9% | $139,466+6.2% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | -1.95% | 79.30%-81.2pp | 68.30%-70.3pp | 373.66%-375.6pp |
| Employer contribution / active EE | $15,859 | $5,246+202.3% | $4,859+226.4% | $4,754+233.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,693 | $12,406-38.0% | $10,767-28.5% | $11,409-32.6% |