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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 | $67,517 | $148,623-54.6% | $135,974-50.3% | $139,466-51.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.61% | 79.30%-74.7pp | 68.30%-63.7pp | 373.66%-369.0pp |
| Employer contribution / active EE | $31,383 | $5,246+498.2% | $4,859+545.9% | $4,754+560.1% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,663 | $12,406-86.6% | $10,767-84.6% | $11,409-85.4% |