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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 | $83,873 | $154,209-45.6% | $130,062-35.5% | $139,487-39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.23% | 32.52%-16.3pp | -137.37%+153.6pp | 373.84%-357.6pp |
| Employer contribution / active EE | $2,236 | $5,292-57.8% | $4,322-48.3% | $4,755-53.0% |
| Participant deferral / active EE | $4,009 | $6,709-40.2% | $5,821-31.1% | $6,713-40.3% |
| Admin fee / account holder | $2,394 | $13,988-82.9% | $10,601-77.4% | $11,407-79.0% |