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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 | $22,220 | $138,102-83.9% | $125,381-82.3% | $134,532-83.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -30.90% | 750.73%-781.6pp | 572.31%-603.2pp | 418.27%-449.2pp |
| Employer contribution / active EE | $4,607 | $5,245-12.2% | $4,815-4.3% | $4,741-2.8% |
| Participant deferral / active EE | $14,902 | $7,801+91.0% | $7,448+100.1% | $6,401+132.8% |
| Admin fee / account holder | $2,737 | $11,568-76.3% | $10,007-72.7% | $11,429-76.1% |