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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 | $114,311 | $165,399-30.9% | $149,745-23.7% | $158,982-28.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.26% | 348.34%-345.1pp | 276.72%-273.5pp | 302.99%-299.7pp |
| Employer contribution / active EE | $13,123 | $5,105+157.1% | $4,646+182.5% | $4,763+175.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $85,613 | $10,811+691.9% | $9,312+819.4% | $11,252+660.9% |