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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 | $46,723 | $53,128-12.1% | $86,582-46.0% | $70,126-33.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.37% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,241 | $2,068-40.0% | $2,839-56.3% | $2,343-47.0% |
| Participant deferral / active EE | $965 | $2,695-64.2% | $3,609-73.3% | $3,332-71.0% |
| Admin fee / account holder | $736 | $3,584-79.5% | $4,904-85.0% | $4,645-84.2% |