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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 | $7,773 | $76,522-89.8% | $56,033-86.1% | $145,884-94.7% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 4.30% | 3014.28%-3010.0pp | 1711.38%-1707.1pp | 551.85%-547.5pp |
| Employer contribution / active EE | $1,759 | $1,382+27.3% | $1,041+69.0% | $4,662-62.3% |
| Participant deferral / active EE | $624 | $2,624-76.2% | $1,954-68.1% | $6,690-90.7% |
| Admin fee / account holder | $865 | $3,328-74.0% | $2,827-69.4% | $13,392-93.5% |