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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 | $82,187 | $138,078-40.5% | $125,363-34.4% | $134,509-38.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.92% | 750.49%-772.4pp | 572.15%-594.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $5,139 | $5,245-2.0% | $4,815+6.7% | $4,741+8.4% |
| Participant deferral / active EE | $18,612 | $7,800+138.6% | $7,447+149.9% | $6,400+190.8% |
| Admin fee / account holder | $895 | $11,566-92.3% | $10,005-91.1% | $11,427-92.2% |