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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 | $6,172 | $72,071-91.4% | $68,368-91.0% | $137,256-95.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 12.29% | 353.14%-340.8pp | 292.57%-280.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,208 | $2,788-56.7% | $2,649-54.4% | $4,156-70.9% |
| Participant deferral / active EE | $1,622 | $4,410-63.2% | $4,123-60.7% | $6,407-74.7% |
| Admin fee / account holder | $1,052 | $5,336-80.3% | $5,150-79.6% | $12,270-91.4% |