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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 | $8,831 | $102,595-91.4% | $94,057-90.6% | $154,746-94.3% |
| Participation rate | 72.2% | 76.0%-3.8pp | 73.3%-1.1pp | 80.7%-8.5pp |
| Annual return | 8.82% | 583.42%-574.6pp | 480.62%-471.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $972 | $3,147-69.1% | $2,933-66.9% | $4,379-77.8% |
| Participant deferral / active EE | $1,765 | $5,118-65.5% | $4,709-62.5% | $6,730-73.8% |
| Admin fee / account holder | $1,900 | $7,736-75.4% | $7,244-73.8% | $14,365-86.8% |