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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 | $108,915 | $109,905-0.9% | $98,506+10.6% | $167,553-35.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -0.36% | 1960.20%-1960.6pp | 1494.92%-1495.3pp | 478.89%-479.3pp |
| Employer contribution / active EE | $17,955 | $3,226+456.6% | $2,961+506.3% | $4,840+271.0% |
| Participant deferral / active EE | $24,284 | $4,674+419.5% | $4,277+467.8% | $6,343+282.9% |
| Admin fee / account holder | $13,128 | $6,760+94.2% | $5,955+120.5% | $12,316+6.6% |