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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 | $55,518 | $72,426-23.3% | $67,560-17.8% | $145,897-61.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.21% | 7226.78%-7217.6pp | 3533.50%-3524.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,050 | $4,785-57.2% | $4,004-48.8% | $6,689-69.4% |
| Admin fee / account holder | $566 | $5,514-89.7% | $3,994-85.8% | $13,390-95.8% |