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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 | $28,131 | $45,050-37.6% | $63,018-55.4% | $70,126-59.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.50% | 18.76%-7.3pp | 87.62%-76.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $2,781 | $2,052+35.5% | $2,761+0.7% | $2,343+18.7% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $680 | $2,834-76.0% | $3,601-81.1% | $4,645-85.4% |