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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 | $14,447 | $100,895-85.7% | $90,430-84.0% | $158,950-90.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.02% | 1725.54%-1721.5pp | 1293.73%-1289.7pp | 302.91%-298.9pp |
| Employer contribution / active EE | $914 | $3,689-75.2% | $3,262-72.0% | $4,762-80.8% |
| Participant deferral / active EE | $3,354 | $4,347-22.9% | $3,963-15.4% | $5,983-43.9% |
| Admin fee / account holder | $1,067 | $6,505-83.6% | $5,613-81.0% | $11,248-90.5% |