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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 | $159,978-76.0% | $147,041-73.9% | $145,978-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.05% | 98.36%-89.3pp | 419.21%-410.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,728 | $8,429+86.6% | $8,071+94.9% | $6,690+135.1% |
| Admin fee / account holder | $438 | $15,053-97.1% | $13,006-96.6% | $13,400-96.7% |