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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 | $92,127 | $190,916-51.7% | $160,037-42.4% | $134,545-31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.63% | 552.79%-573.4pp | 408.95%-429.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $9,354 | $4,996+87.2% | $4,226+121.4% | $4,742+97.3% |
| Participant deferral / active EE | $5,657 | $6,925-18.3% | $6,184-8.5% | $6,401-11.6% |
| Admin fee / account holder | $703 | $10,497-93.3% | $8,716-91.9% | $11,431-93.8% |