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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 | $19,931 | $88,778-77.5% | $81,844-75.6% | $145,884-86.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 7.95% | 1033.03%-1025.1pp | 778.87%-770.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,649 | $3,087-46.6% | $2,916-43.5% | $4,662-64.6% |
| Participant deferral / active EE | $6,352 | $4,648+36.7% | $4,323+46.9% | $6,690-5.0% |
| Admin fee / account holder | $1,638 | $8,430-80.6% | $7,355-77.7% | $13,392-87.8% |