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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 | $23,163 | $138,078-83.2% | $125,363-81.5% | $134,509-82.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.37% | 750.49%-786.9pp | 572.15%-608.5pp | 418.13%-454.5pp |
| Employer contribution / active EE | $2,622 | $5,245-50.0% | $4,815-45.5% | $4,741-44.7% |
| Participant deferral / active EE | $17,002 | $7,800+118.0% | $7,447+128.3% | $6,400+165.6% |
| Admin fee / account holder | $1,702 | $11,566-85.3% | $10,005-83.0% | $11,427-85.1% |