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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 | $178,416 | $202,342-11.8% | $172,752+3.3% | $152,897+16.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.35% | 1029.83%-1020.5pp | 802.97%-793.6pp | 345.43%-336.1pp |
| Employer contribution / active EE | $1,429 | $5,858-75.6% | $5,144-72.2% | $4,764-70.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,040 | $17,111-41.3% | $13,955-28.1% | $11,599-13.4% |