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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 | $17,463 | $160,028-89.1% | $147,080-88.1% | $145,884-88.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.28% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,093 | $5,286-79.3% | $4,933-77.9% | $4,662-76.6% |
| Participant deferral / active EE | $3,620 | $8,422-57.0% | $8,066-55.1% | $6,690-45.9% |
| Admin fee / account holder | $777 | $15,030-94.8% | $12,989-94.0% | $13,392-94.2% |