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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 | $132,198 | $165,399-20.1% | $149,745-11.7% | $158,982-16.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.43% | 348.34%-344.9pp | 276.72%-273.3pp | 302.99%-299.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,400 | $7,183-66.6% | $6,843-64.9% | $5,983-59.9% |
| Admin fee / account holder | $1,728 | $10,811-84.0% | $9,312-81.4% | $11,252-84.6% |