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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 | $30,628 | $109,863-72.1% | $98,477-68.9% | $167,518-81.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 9.09% | 1958.09%-1949.0pp | 1493.59%-1484.5pp | 478.71%-469.6pp |
| Employer contribution / active EE | $1,941 | $3,225-39.8% | $2,961-34.4% | $4,838-59.9% |
| Participant deferral / active EE | $1,656 | $4,673-64.6% | $4,276-61.3% | $6,342-73.9% |
| Admin fee / account holder | $349 | $6,755-94.8% | $5,951-94.1% | $12,312-97.2% |