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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 | $49,138 | $129,737-62.1% | $119,126-58.8% | $154,746-68.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 5.63% | 379.08%-373.4pp | 282.11%-276.5pp | 172.34%-166.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,092 | $5,842-12.8% | $5,318-4.3% | $6,730-24.3% |
| Admin fee / account holder | $2,301 | $11,961-80.8% | $10,693-78.5% | $14,365-84.0% |