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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 | $36,997 | $91,167-59.4% | $178,498-79.3% | $79,858-53.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.17% | 24.19%-10.0pp | 151.09%-136.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $2,164 | $3,255-33.5% | $5,011-56.8% | $2,471-12.4% |
| Participant deferral / active EE | $5,014 | $3,236+55.0% | $5,202-3.6% | $3,740+34.1% |
| Admin fee / account holder | $439 | $6,747-93.5% | $13,985-96.9% | $5,306-91.7% |