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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 | $21,004 | $78,690-73.3% | $161,489-87.0% | $87,485-76.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.71% | 32.74%-20.0pp | 89.72%-77.0pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,200 | $2,588-53.6% | $4,268-71.9% | $2,596-53.8% |
| Participant deferral / active EE | $3,262 | $3,311-1.5% | $5,630-42.1% | $4,274-23.7% |
| Admin fee / account holder | $10,943 | $6,724+62.8% | $16,006-31.6% | $7,775+40.8% |