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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 | $112,329 | $159,978-29.8% | $147,041-23.6% | $145,978-23.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 5.54% | 98.36%-92.8pp | 419.21%-413.7pp | 550.52%-545.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,127 | $8,429+8.3% | $8,071+13.1% | $6,690+36.4% |
| Admin fee / account holder | $848 | $15,053-94.4% | $13,006-93.5% | $13,400-93.7% |