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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 | $30,122 | $138,078-78.2% | $125,363-76.0% | $134,509-77.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.46% | 750.49%-779.9pp | 572.15%-601.6pp | 418.13%-447.6pp |
| Employer contribution / active EE | $9,285 | $5,245+77.0% | $4,815+92.8% | $4,741+95.9% |
| Participant deferral / active EE | $14,928 | $7,800+91.4% | $7,447+100.5% | $6,400+133.2% |
| Admin fee / account holder | $3,153 | $11,566-72.7% | $10,005-68.5% | $11,427-72.4% |