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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 | $169,504 | $176,120-3.8% | $159,487+6.3% | $167,553+1.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.04% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.8pp |
| Employer contribution / active EE | $60,198 | $5,299+1035.9% | $4,831+1146.0% | $4,840+1143.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $699 | $12,561-94.4% | $10,804-93.5% | $12,316-94.3% |