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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 | $159,978-16.4% | $147,041-9.0% | $145,978-8.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.47% | 98.36%-94.9pp | 419.21%-415.7pp | 550.52%-547.0pp |
| Employer contribution / active EE | $3,022 | $5,288-42.9% | $4,935-38.8% | $4,662-35.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,160 | $15,053-65.7% | $13,006-60.3% | $13,400-61.5% |