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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 | $45,476 | $90,486-49.7% | $78,676-42.2% | $273,972-83.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.18% | 75.62%-73.4pp | 62.19%-60.0pp | 41.46%-39.3pp |
| Employer contribution / active EE | $8,359 | $3,175+163.3% | $2,850+193.3% | $4,869+71.7% |
| Participant deferral / active EE | $8,031 | $3,901+105.9% | $3,517+128.4% | $5,287+51.9% |
| Admin fee / account holder | $23,479 | $5,263+346.1% | $4,510+420.6% | $10,133+131.7% |