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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 | $20,568 | $138,102-85.1% | $125,381-83.6% | $134,532-84.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -29.51% | 750.73%-780.2pp | 572.31%-601.8pp | 418.27%-447.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,315 | $7,801+6.6% | $7,448+11.7% | $6,401+29.9% |
| Admin fee / account holder | $1,205 | $11,568-89.6% | $10,007-88.0% | $11,429-89.5% |