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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 | $20,857 | $180,749-88.5% | $160,784-87.0% | $137,256-84.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 0.91% | 2234.46%-2233.6pp | 1803.92%-1803.0pp | 220.34%-219.4pp |
| Employer contribution / active EE | $2,934 | $4,155-29.4% | $3,733-21.4% | $4,156-29.4% |
| Participant deferral / active EE | $5,036 | $6,844-26.4% | $6,293-20.0% | $6,407-21.4% |
| Admin fee / account holder | $1,734 | $10,397-83.3% | $9,717-82.2% | $12,270-85.9% |