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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 | $26,967 | $45,041-40.1% | $63,003-57.2% | $70,131-61.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.88% | 18.76%-5.9pp | 87.59%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,818 | $2,052+37.3% | $2,760+2.1% | $2,342+20.3% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,575 | $2,836+26.1% | $3,600-0.7% | $4,645-23.0% |