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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 | $34,090 | $51,184-33.4% | $66,439-48.7% | $86,983-60.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 21.20% | 17.07%+4.1pp | 757.66%-736.5pp | 25.83%-4.6pp |
| Employer contribution / active EE | $1,360 | $2,023-32.8% | $2,637-48.4% | $2,584-47.4% |
| Participant deferral / active EE | $3,957 | $2,927+35.2% | $3,876+2.1% | $4,194-5.6% |
| Admin fee / account holder | $1,451 | $4,154-65.1% | $6,173-76.5% | $7,856-81.5% |