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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 | $12,748 | $72,071-82.3% | $68,368-81.4% | $137,256-90.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 7.09% | 353.14%-346.1pp | 292.57%-285.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $519 | $2,788-81.4% | $2,649-80.4% | $4,156-87.5% |
| Participant deferral / active EE | $621 | $4,410-85.9% | $4,123-84.9% | $6,407-90.3% |
| Admin fee / account holder | $955 | $5,336-82.1% | $5,150-81.5% | $12,270-92.2% |