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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 | $12,014 | $88,815-86.5% | $81,882-85.3% | $145,897-91.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 8.59% | 1033.75%-1025.2pp | 779.47%-770.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,166 | $3,086-62.2% | $2,916-60.0% | $4,663-75.0% |
| Participant deferral / active EE | $1,876 | $4,647-59.6% | $4,323-56.6% | $6,689-72.0% |
| Admin fee / account holder | $2,081 | $8,434-75.3% | $7,360-71.7% | $13,390-84.5% |