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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 | $153,084 | $190,916-19.8% | $160,037-4.3% | $134,545+13.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.79% | 552.79%-579.6pp | 408.95%-435.7pp | 418.37%-445.2pp |
| Employer contribution / active EE | $10,431 | $4,996+108.8% | $4,226+146.8% | $4,742+120.0% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,067 | $10,497-89.8% | $8,716-87.8% | $11,431-90.7% |