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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 | $42,749 | $150,447-71.6% | $136,298-68.6% | $147,586-71.0% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | -30.48% | 1049.15%-1079.6pp | 5156.27%-5186.8pp | 578.59%-609.1pp |
| Employer contribution / active EE | $20,949 | $5,256+298.5% | $4,696+346.1% | $4,876+329.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,793 | $10,906-28.5% | $9,244-15.7% | $10,886-28.4% |