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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 | $23,064 | $88,710-74.0% | $81,783-71.8% | $145,959-84.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 7.71% | 1027.26%-1019.5pp | 775.05%-767.3pp | 561.95%-554.2pp |
| Employer contribution / active EE | $753 | $3,083-75.6% | $2,913-74.1% | $4,661-83.8% |
| Participant deferral / active EE | $1,332 | $4,645-71.3% | $4,320-69.2% | $6,689-80.1% |
| Admin fee / account holder | $350 | $8,407-95.8% | $7,380-95.3% | $13,398-97.4% |