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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 | $17,401 | $72,071-75.9% | $68,368-74.5% | $137,256-87.3% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 13.00% | 353.14%-340.1pp | 292.57%-279.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,000 | $2,788-28.3% | $2,649-24.5% | $4,156-51.9% |
| Participant deferral / active EE | $3,836 | $4,410-13.0% | $4,123-6.9% | $6,407-40.1% |
| Admin fee / account holder | $394 | $5,336-92.6% | $5,150-92.4% | $12,270-96.8% |