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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 | $138,114-40.5% | $125,391-34.5% | $134,545-38.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.92% | 750.88%-772.8pp | 572.41%-594.3pp | 418.37%-440.3pp |
| Employer contribution / active EE | $5,139 | $5,246-2.0% | $4,816+6.7% | $4,742+8.4% |
| Participant deferral / active EE | $18,612 | $7,801+138.6% | $7,448+149.9% | $6,401+190.7% |
| Admin fee / account holder | $895 | $11,570-92.3% | $10,009-91.1% | $11,431-92.2% |