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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 | $39,403 | $88,754-55.6% | $81,820-51.8% | $145,877-73.0% |
| Participation rate | 82.4% | 75.1%+7.3pp | 72.4%+10.0pp | 80.3%+2.1pp |
| Annual return | 7.84% | 1031.77%-1023.9pp | 777.93%-770.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,347 | $3,085-56.3% | $2,915-53.8% | $4,663-71.1% |
| Participant deferral / active EE | $860 | $4,648-81.5% | $4,323-80.1% | $6,691-87.1% |
| Admin fee / account holder | $408 | $8,424-95.2% | $7,391-94.5% | $13,402-97.0% |