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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 | $132,147 | $209,888-37.0% | $189,545-30.3% | $167,553-21.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 3.88% | 748.66%-744.8pp | 555.36%-551.5pp | 478.89%-475.0pp |
| Employer contribution / active EE | $5,002 | $6,915-27.7% | $6,162-18.8% | $4,840+3.3% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $892 | $14,300-93.8% | $12,049-92.6% | $12,316-92.8% |