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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 | $149,937 | $109,872+36.5% | $98,483+52.2% | $167,536-10.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.15% | 1959.31%-1958.2pp | 1494.38%-1493.2pp | 478.82%-477.7pp |
| Employer contribution / active EE | $10,000 | $3,225+210.1% | $2,961+237.8% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16,645 | $6,757+146.3% | $5,953+179.6% | $12,315+35.2% |