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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 | $30,312 | $53,128-42.9% | $86,581-65.0% | $70,124-56.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.18% | 27.66%-11.5pp | 965.06%-948.9pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,892 | $2,068+39.9% | $2,840+1.9% | $2,342+23.5% |
| Participant deferral / active EE | $8,113 | $2,695+201.0% | $3,609+124.8% | $3,332+143.5% |
| Admin fee / account holder | $1,556 | $3,584-56.6% | $4,904-68.3% | $4,645-66.5% |