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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 | $28,682 | $48,284-40.6% | $67,524-57.5% | $80,911-64.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.22% | 18.27%-3.0pp | 3519.41%-3504.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $2,345 | $2,021+16.0% | $2,734-14.2% | $2,756-14.9% |
| Participant deferral / active EE | $2,149 | $2,927-26.6% | $4,001-46.3% | $4,297-50.0% |
| Admin fee / account holder | $360 | $3,688-90.2% | $4,001-91.0% | $6,935-94.8% |