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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 | $12,962 | $72,071-82.0% | $68,368-81.0% | $137,256-90.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 8.83% | 353.14%-344.3pp | 292.57%-283.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,582 | $2,788-43.3% | $2,649-40.3% | $4,156-61.9% |
| Participant deferral / active EE | $3,475 | $4,410-21.2% | $4,123-15.7% | $6,407-45.8% |
| Admin fee / account holder | $1,171 | $5,336-78.0% | $5,150-77.3% | $12,270-90.5% |