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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 | $151,663 | $176,120-13.9% | $159,487-4.9% | $167,553-9.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.29% | 331.95%-322.7pp | 263.71%-254.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $15,281 | $7,752+97.1% | $7,354+107.8% | $6,343+140.9% |
| Admin fee / account holder | $636 | $12,561-94.9% | $10,804-94.1% | $12,316-94.8% |