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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 | $141,501 | $160,028-11.6% | $147,080-3.8% | $145,884-3.0% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 5.59% | 98.60%-93.0pp | 420.17%-414.6pp | 551.85%-546.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,387 | $8,422-12.3% | $8,066-8.4% | $6,690+10.4% |
| Admin fee / account holder | $13,322 | $15,030-11.4% | $12,989+2.6% | $13,392-0.5% |