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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 | $114,135 | $166,268-31.4% | $165,100-30.9% | $145,897-21.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 4.83% | 100.52%-95.7pp | 70.21%-65.4pp | 552.29%-547.5pp |
| Employer contribution / active EE | $17,273 | $5,284+226.9% | $4,348+297.3% | $4,663+270.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $893 | $16,659-94.6% | $12,696-93.0% | $13,390-93.3% |