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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,001 | $78,690-44.1% | $161,489-72.8% | $87,485-49.7% |
| Participation rate | 80.6% | 67.5%+13.1pp | 78.7%+1.9pp | 68.9%+11.6pp |
| Annual return | 13.06% | 32.74%-19.7pp | 89.72%-76.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,018 | $2,588-60.7% | $4,268-76.2% | $2,596-60.8% |
| Participant deferral / active EE | $2,657 | $3,311-19.8% | $5,630-52.8% | $4,274-37.8% |
| Admin fee / account holder | $941 | $6,724-86.0% | $16,006-94.1% | $7,775-87.9% |