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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 | $169,237-18.8% | $129,339+6.2% | $145,978-5.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.13% | 14364.43%-14360.3pp | 9437.05%-9432.9pp | 550.52%-546.4pp |
| Employer contribution / active EE | $4,400 | $5,540-20.6% | $4,154+5.9% | $4,662-5.6% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,283 | $9,882+54.7% | $7,668+99.3% | $13,400+14.0% |