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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 | $27,587 | $71,230-61.3% | $93,727-70.6% | $80,959-65.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 19.90% | 11.26%+8.6pp | 133.83%-113.9pp | 35.67%-15.8pp |
| Employer contribution / active EE | $1,415 | $1,565-9.6% | $2,421-41.6% | $2,757-48.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,098 | $6,961-84.2% | $8,292-86.8% | $6,925-84.1% |