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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 | $159,978-11.5% | $147,041-3.8% | $145,978-3.1% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 5.59% | 98.36%-92.8pp | 419.21%-413.6pp | 550.52%-544.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,387 | $8,429-12.4% | $8,071-8.5% | $6,690+10.4% |
| Admin fee / account holder | $13,322 | $15,053-11.5% | $13,006+2.4% | $13,400-0.6% |