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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 | $68,380 | $72,071-5.1% | $68,3680% | $137,256-50.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.80% | 353.14%-347.3pp | 292.57%-286.8pp | 220.34%-214.5pp |
| Employer contribution / active EE | $5,678 | $2,788+103.7% | $2,649+114.4% | $4,156+36.6% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,761 | $5,336-48.3% | $5,150-46.4% | $12,270-77.5% |