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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 | $137,393 | $169,356-18.9% | $129,406+6.2% | $145,897-5.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.13% | 14418.62%-14414.5pp | 9468.18%-9464.1pp | 552.29%-548.2pp |
| Employer contribution / active EE | $4,400 | $5,542-20.6% | $4,155+5.9% | $4,663-5.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,283 | $9,915+54.1% | $7,689+98.8% | $13,390+14.1% |