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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 | $38,344 | $160,028-76.0% | $147,080-73.9% | $145,884-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.05% | 98.60%-89.6pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,728 | $8,422+86.7% | $8,066+95.0% | $6,690+135.1% |
| Admin fee / account holder | $438 | $15,030-97.1% | $12,989-96.6% | $13,392-96.7% |