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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 | $47,032 | $91,537-48.6% | $130,045-63.8% | $75,173-37.4% |
| Participation rate | 90.0% | 71.5%+18.5pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 18.10% | -631.55%+649.6pp | -137.30%+155.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,125 | $2,845-60.4% | $4,321-74.0% | $2,671-57.9% |
| Participant deferral / active EE | $3,645 | $4,343-16.1% | $5,820-37.4% | $4,126-11.7% |
| Admin fee / account holder | $1,286 | $6,780-81.0% | $10,600-87.9% | $5,651-77.2% |