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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 | $207,811 | $138,102+50.5% | $125,381+65.7% | $134,532+54.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.53% | 750.73%-778.3pp | 572.31%-599.8pp | 418.27%-445.8pp |
| Employer contribution / active EE | $11,944 | $5,245+127.7% | $4,815+148.0% | $4,741+151.9% |
| Participant deferral / active EE | $7,431 | $7,801-4.7% | $7,448-0.2% | $6,401+16.1% |
| Admin fee / account holder | $319 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |