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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 | $92,114 | $106,003-13.1% | $92,236-0.1% | $147,585-37.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.31% | 50.05%-42.7pp | 176.29%-169.0pp | 578.57%-571.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,562 | $4,478-65.1% | $3,897-59.9% | $5,439-71.3% |
| Admin fee / account holder | $350 | $6,333-94.5% | $5,194-93.3% | $10,885-96.8% |