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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 | $5,526 | $88,754-93.8% | $81,820-93.2% | $145,877-96.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 0.82% | 1031.77%-1030.9pp | 777.93%-777.1pp | 551.28%-550.5pp |
| Employer contribution / active EE | $1,472 | $3,085-52.3% | $2,915-49.5% | $4,663-68.4% |
| Participant deferral / active EE | $1,646 | $4,648-64.6% | $4,323-61.9% | $6,691-75.4% |
| Admin fee / account holder | $806 | $8,424-90.4% | $7,391-89.1% | $13,402-94.0% |