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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 | $80,272 | $60,139+33.5% | $90,461-11.3% | $79,856+0.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 1.19% | 71.96%-70.8pp | 1294.76%-1293.6pp | 31.71%-30.5pp |
| Employer contribution / active EE | $15,072 | $2,069+628.5% | $3,264+361.8% | $2,471+509.9% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,193 | $3,978+80.8% | $5,617+28.1% | $5,306+35.6% |