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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 | $36,502 | $85,171-57.1% | $172,753-78.9% | $72,976-50.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.51% | 27.32%-10.8pp | 803.00%-786.5pp | 81.02%-64.5pp |
| Employer contribution / active EE | $860 | $3,324-74.1% | $5,144-83.3% | $2,440-64.8% |
| Participant deferral / active EE | $3,173 | $3,260-2.7% | $5,198-39.0% | $3,608-12.1% |
| Admin fee / account holder | $873 | $5,880-85.1% | $13,956-93.7% | $5,124-83.0% |