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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 | $41,193 | $90,509-54.5% | $78,693-47.7% | $273,968-85.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.43% | 75.61%-68.2pp | 62.18%-54.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,161 | $3,901+109.2% | $3,517+132.0% | $5,287+54.4% |
| Admin fee / account holder | $441 | $5,264-91.6% | $4,511-90.2% | $10,132-95.6% |