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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 | $60,870 | $99,011-38.5% | $86,582-29.7% | $147,586-58.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 1.04% | 1312.75%-1311.7pp | 965.08%-964.0pp | 578.59%-577.6pp |
| Employer contribution / active EE | $3,985 | $3,132+27.2% | $2,839+40.3% | $4,876-18.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,894 | $5,709+3.3% | $4,904+20.2% | $10,886-45.9% |