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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 | $6,520 | $76,608-91.5% | $56,077-88.4% | $145,877-95.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 3.41% | 3009.59%-3006.2pp | 1709.28%-1705.9pp | 551.28%-547.9pp |
| Employer contribution / active EE | $4,932 | $1,382+257.0% | $1,040+374.1% | $4,663+5.8% |
| Participant deferral / active EE | $414 | $2,624-84.2% | $1,954-78.8% | $6,691-93.8% |
| Admin fee / account holder | $2,743 | $3,325-17.5% | $2,825-2.9% | $13,402-79.5% |