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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 | $126,225 | $202,342-37.6% | $172,752-26.9% | $152,897-17.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.41% | 1029.83%-1025.4pp | 802.97%-798.6pp | 345.43%-341.0pp |
| Employer contribution / active EE | $5,566 | $5,858-5.0% | $5,144+8.2% | $4,764+16.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $805 | $17,111-95.3% | $13,955-94.2% | $11,599-93.1% |