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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 | $8,987 | $102,595-91.2% | $94,057-90.4% | $154,746-94.2% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 5.17% | 583.42%-578.2pp | 480.62%-475.4pp | 172.34%-167.2pp |
| Employer contribution / active EE | $2,085 | $3,147-33.8% | $2,933-28.9% | $4,379-52.4% |
| Participant deferral / active EE | $3,253 | $5,118-36.4% | $4,709-30.9% | $6,730-51.7% |
| Admin fee / account holder | $1,291 | $7,736-83.3% | $7,244-82.2% | $14,365-91.0% |