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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 | $7,263 | $88,815-91.8% | $81,882-91.1% | $145,897-95.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 7.93% | 1033.75%-1025.8pp | 779.47%-771.5pp | 552.29%-544.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,643 | $4,647-43.1% | $4,323-38.9% | $6,689-60.5% |
| Admin fee / account holder | $690 | $8,434-91.8% | $7,360-90.6% | $13,390-94.8% |