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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 | $83,292 | $100,895-17.4% | $90,430-7.9% | $158,950-47.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.38% | 1725.54%-1724.2pp | 1293.73%-1292.3pp | 302.91%-301.5pp |
| Employer contribution / active EE | $10,184 | $3,689+176.1% | $3,262+212.2% | $4,762+113.9% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,500 | $6,505-30.8% | $5,613-19.8% | $11,248-60.0% |