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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 | $22,087 | $70,366-68.6% | $66,674-66.9% | $138,895-84.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.26% | 386.41%-377.1pp | 321.24%-312.0pp | 145.39%-136.1pp |
| Employer contribution / active EE | $1,766 | $2,765-36.1% | $2,620-32.6% | $4,194-57.9% |
| Participant deferral / active EE | $4,076 | $4,374-6.8% | $4,084-0.2% | $6,396-36.3% |
| Admin fee / account holder | $1,996 | $5,262-62.1% | $5,098-60.8% | $12,562-84.1% |