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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 | $21,456 | $51,184-58.1% | $66,439-67.7% | $86,983-75.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 19.61% | 17.07%+2.5pp | 757.66%-738.1pp | 25.83%-6.2pp |
| Employer contribution / active EE | $2,830 | $2,023+39.9% | $2,637+7.3% | $2,584+9.5% |
| Participant deferral / active EE | $3,899 | $2,927+33.2% | $3,876+0.6% | $4,194-7.0% |
| Admin fee / account holder | $562 | $4,154-86.5% | $6,173-90.9% | $7,856-92.8% |