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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 | $43,949 | $160,070-72.5% | $147,117-70.1% | $145,897-69.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 0.75% | 98.69%-97.9pp | 420.54%-419.8pp | 552.29%-551.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,700 | $8,419+27.1% | $8,065+32.7% | $6,689+60.0% |
| Admin fee / account holder | $551 | $15,035-96.3% | $12,993-95.8% | $13,390-95.9% |