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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 | $44,003 | $202,342-78.3% | $172,753-74.5% | $152,909-71.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 8.60% | 1029.88%-1021.3pp | 803.00%-794.4pp | 345.46%-336.9pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,221 | $5,948-12.2% | $5,198+0.4% | $5,851-10.8% |
| Admin fee / account holder | $1,972 | $17,112-88.5% | $13,956-85.9% | $11,601-83.0% |