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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 | $63,967 | $159,934-60.0% | $147,005-56.5% | $145,959-56.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.09% | 98.24%-96.2pp | 418.76%-416.7pp | 561.95%-559.9pp |
| Employer contribution / active EE | $15,601 | $5,287+195.1% | $4,934+216.2% | $4,661+234.7% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $33,000 | $15,053+119.2% | $13,006+153.7% | $13,398+146.3% |