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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 | $6,255 | $72,071-91.3% | $68,368-90.9% | $137,256-95.4% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 4.16% | 353.14%-349.0pp | 292.57%-288.4pp | 220.34%-216.2pp |
| Employer contribution / active EE | $1,018 | $2,788-63.5% | $2,649-61.6% | $4,156-75.5% |
| Participant deferral / active EE | $1,197 | $4,410-72.8% | $4,123-71.0% | $6,407-81.3% |
| Admin fee / account holder | $385 | $5,336-92.8% | $5,150-92.5% | $12,270-96.9% |