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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 | $38,907 | $49,177-20.9% | $79,476-51.0% | $64,181-39.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 9.52% | -1.16%+10.7pp | 718.21%-708.7pp | 7.63%+1.9pp |
| Employer contribution / active EE | $3,845 | $2,076+85.2% | $2,800+37.3% | $2,381+61.5% |
| Participant deferral / active EE | $2,732 | $2,821-3.2% | $3,704-26.2% | $3,470-21.3% |
| Admin fee / account holder | $510 | $3,839-86.7% | $5,113-90.0% | $4,887-89.6% |