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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 | $55,939 | $48,011+16.5% | $63,803-12.3% | $82,637-32.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 13.40% | 19.84%-6.4pp | 543.72%-530.3pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,361 | $1,904-28.5% | $2,532-46.3% | $2,552-46.7% |
| Participant deferral / active EE | $1,358 | $2,846-52.3% | $3,843-64.7% | $4,126-67.1% |
| Admin fee / account holder | $9,199 | $3,873+137.5% | $5,196+77.0% | $7,339+25.3% |