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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 | $19,779 | $88,754-77.7% | $81,820-75.8% | $145,877-86.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 7.25% | 1031.77%-1024.5pp | 777.93%-770.7pp | 551.28%-544.0pp |
| Employer contribution / active EE | $478 | $3,085-84.5% | $2,915-83.6% | $4,663-89.8% |
| Participant deferral / active EE | $1,141 | $4,648-75.5% | $4,323-73.6% | $6,691-83.0% |
| Admin fee / account holder | $314 | $8,424-96.3% | $7,391-95.8% | $13,402-97.7% |