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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 | $12,795 | $111,535-88.5% | $105,223-87.8% | $137,256-90.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.06% | 237.85%-231.8pp | 180.65%-174.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,808 | $5,500-12.6% | $5,072-5.2% | $6,407-24.9% |
| Admin fee / account holder | $1,164 | $9,721-88.0% | $8,859-86.9% | $12,270-90.5% |