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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 | $72,071-84.7% | $68,368-83.9% | $137,256-92.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 1.11% | 353.14%-352.0pp | 292.57%-291.5pp | 220.34%-219.2pp |
| Employer contribution / active EE | $1,102 | $2,788-60.5% | $2,649-58.4% | $4,156-73.5% |
| Participant deferral / active EE | $3,672 | $4,410-16.7% | $4,123-10.9% | $6,407-42.7% |
| Admin fee / account holder | $1,185 | $5,336-77.8% | $5,150-77.0% | $12,270-90.3% |