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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 | $115,216 | $103,000+11.9% | $90,300+27.6% | $152,885-24.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 1.26% | 95.19%-93.9pp | 78.11%-76.8pp | 345.39%-344.1pp |
| Employer contribution / active EE | $8,400 | $3,138+167.6% | $2,854+194.3% | $4,763+76.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $736 | $6,173-88.1% | $5,353-86.2% | $11,598-93.7% |