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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 | $31,591 | $88,672-64.4% | $105,223-70.0% | $82,448-61.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.72% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,000 | $3,048-67.2% | $3,689-72.9% | $2,551-60.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,550 | $7,146-64.3% | $8,859-71.2% | $7,234-64.8% |