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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 | $13,027 | $88,815-85.3% | $81,882-84.1% | $145,897-91.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 7.36% | 1033.75%-1026.4pp | 779.47%-772.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $434 | $3,086-85.9% | $2,916-85.1% | $4,663-90.7% |
| Participant deferral / active EE | $932 | $4,647-79.9% | $4,323-78.4% | $6,689-86.1% |
| Admin fee / account holder | $380 | $8,434-95.5% | $7,360-94.8% | $13,390-97.2% |