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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 | $88,702-77.7% | $81,780-75.8% | $145,978-86.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 7.25% | 1029.12%-1021.9pp | 776.27%-769.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $478 | $3,084-84.5% | $2,914-83.6% | $4,662-89.8% |
| Participant deferral / active EE | $1,141 | $4,645-75.4% | $4,321-73.6% | $6,690-82.9% |
| Admin fee / account holder | $314 | $8,414-96.3% | $7,384-95.7% | $13,400-97.7% |