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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 | $14,868 | $88,778-83.3% | $81,844-81.8% | $145,884-89.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.31% | 1033.03%-1024.7pp | 778.87%-770.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,696 | $3,087-45.1% | $2,916-41.8% | $4,662-63.6% |
| Participant deferral / active EE | $3,488 | $4,648-25.0% | $4,323-19.3% | $6,690-47.9% |
| Admin fee / account holder | $694 | $8,430-91.8% | $7,355-90.6% | $13,392-94.8% |