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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 | $6,473 | $72,071-91.0% | $68,368-90.5% | $137,256-95.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 12.56% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $449 | $2,788-83.9% | $2,649-83.1% | $4,156-89.2% |
| Participant deferral / active EE | $913 | $4,410-79.3% | $4,123-77.8% | $6,407-85.7% |
| Admin fee / account holder | $1,444 | $5,336-72.9% | $5,150-72.0% | $12,270-88.2% |