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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 | $29,806 | $51,184-41.8% | $66,439-55.1% | $86,983-65.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 13.30% | 17.07%-3.8pp | 757.66%-744.4pp | 25.83%-12.5pp |
| Employer contribution / active EE | $777 | $2,023-61.6% | $2,637-70.5% | $2,584-69.9% |
| Participant deferral / active EE | $1,359 | $2,927-53.6% | $3,876-64.9% | $4,194-67.6% |
| Admin fee / account holder | $865 | $4,154-79.2% | $6,173-86.0% | $7,856-89.0% |