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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 | $42,121 | $70,430-40.2% | $96,572-56.4% | $85,851-50.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.84% | 18.58%-4.7pp | 37.79%-23.9pp | 318.63%-304.8pp |
| Employer contribution / active EE | $1,724 | $1,413+22.0% | $2,357-26.9% | $2,565-32.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,861 | $4,996-22.7% | $6,183-37.5% | $6,261-38.3% |