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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 | $144,984 | $160,040-9.4% | $147,096-1.4% | $145,877-0.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 2.35% | 98.49%-96.1pp | 419.75%-417.4pp | 551.28%-548.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,497 | $8,429+83.9% | $8,071+92.0% | $6,691+131.6% |
| Admin fee / account holder | $11,069 | $15,050-26.5% | $13,005-14.9% | $13,402-17.4% |