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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 | $102,403 | $160,028-36.0% | $147,080-30.4% | $145,884-29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.94% | 98.60%-97.7pp | 420.17%-419.2pp | 551.85%-550.9pp |
| Employer contribution / active EE | $3,450 | $5,286-34.7% | $4,933-30.1% | $4,662-26.0% |
| Participant deferral / active EE | $10,938 | $8,422+29.9% | $8,066+35.6% | $6,690+63.5% |
| Admin fee / account holder | $1,389 | $15,030-90.8% | $12,989-89.3% | $13,392-89.6% |