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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 | $10,991 | $102,595-89.3% | $94,057-88.3% | $154,746-92.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 1.11% | 583.42%-582.3pp | 480.62%-479.5pp | 172.34%-171.2pp |
| Employer contribution / active EE | $1,102 | $3,147-65.0% | $2,933-62.4% | $4,379-74.8% |
| Participant deferral / active EE | $3,672 | $5,118-28.3% | $4,709-22.0% | $6,730-45.4% |
| Admin fee / account holder | $1,185 | $7,736-84.7% | $7,244-83.6% | $14,365-91.8% |