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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 | $124,069 | $165,351-25.0% | $149,710-17.1% | $158,931-21.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.87% | 348.19%-347.3pp | 276.63%-275.8pp | 302.86%-302.0pp |
| Employer contribution / active EE | $30,222 | $5,103+492.2% | $4,645+550.7% | $4,761+534.7% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,709 | $10,807-56.4% | $9,309-49.4% | $11,247-58.1% |