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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 | $30,703 | $154,754-80.2% | $124,206-75.3% | $138,895-77.9% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.6%-69.6pp | 79.9%-79.9pp |
| Annual return | 6.96% | 709.28%-702.3pp | 515.27%-508.3pp | 145.39%-138.4pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,077 | $6,690-83.9% | $5,929-81.8% | $12,562-91.4% |