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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 | $5,162 | $88,815-94.2% | $81,882-93.7% | $145,897-96.5% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 9.27% | 1033.75%-1024.5pp | 779.47%-770.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,179 | $3,086-61.8% | $2,916-59.6% | $4,663-74.7% |
| Participant deferral / active EE | $3,290 | $4,647-29.2% | $4,323-23.9% | $6,689-50.8% |
| Admin fee / account holder | $1,815 | $8,434-78.5% | $7,360-75.3% | $13,390-86.4% |