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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 | $94,268 | $150,447-37.3% | $136,298-30.8% | $147,586-36.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 0.38% | 1049.15%-1048.8pp | 5156.27%-5155.9pp | 578.59%-578.2pp |
| Employer contribution / active EE | $1,668 | $5,256-68.3% | $4,696-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $9,825 | $6,631+48.2% | $6,247+57.3% | $5,439+80.6% |
| Admin fee / account holder | $992 | $10,906-90.9% | $9,244-89.3% | $10,886-90.9% |