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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 | $99,156 | $159,978-38.0% | $147,041-32.6% | $145,978-32.1% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 6.92% | 98.36%-91.4pp | 419.21%-412.3pp | 550.52%-543.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,546 | $8,429-10.5% | $8,071-6.5% | $6,690+12.8% |
| Admin fee / account holder | $5,717 | $15,053-62.0% | $13,006-56.0% | $13,400-57.3% |