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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 | $92,587 | $150,446-38.5% | $136,297-32.1% | $147,585-37.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 9.92% | 1049.14%-1039.2pp | 5156.19%-5146.3pp | 578.58%-568.7pp |
| Employer contribution / active EE | $3,609 | $5,256-31.3% | $4,696-23.1% | $4,876-26.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,069 | $10,906-90.2% | $9,244-88.4% | $10,886-90.2% |