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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 | $87,773 | $160,070-45.2% | $147,117-40.3% | $145,897-39.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.97% | 98.69%-90.7pp | 420.54%-412.6pp | 552.29%-544.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,000 | $8,419+137.5% | $8,065+148.0% | $6,689+199.0% |
| Admin fee / account holder | $2,825 | $15,035-81.2% | $12,993-78.3% | $13,390-78.9% |