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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 | $133,820 | $160,028-16.4% | $147,080-9.0% | $145,884-8.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.47% | 98.60%-95.1pp | 420.17%-416.7pp | 551.85%-548.4pp |
| Employer contribution / active EE | $3,022 | $5,286-42.8% | $4,933-38.7% | $4,662-35.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,160 | $15,030-65.7% | $12,989-60.3% | $13,392-61.5% |