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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 | $129,761 | $160,070-18.9% | $147,117-11.8% | $145,897-11.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 6.94% | 98.69%-91.7pp | 420.54%-413.6pp | 552.29%-545.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,729 | $8,419-20.1% | $8,065-16.6% | $6,689+0.6% |
| Admin fee / account holder | $4,882 | $15,035-67.5% | $12,993-62.4% | $13,390-63.5% |