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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 | $25,653 | $95,406-73.1% | $185,849-86.2% | $85,847-70.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.11% | 23.59%-5.5pp | 122.10%-104.0pp | 318.61%-300.5pp |
| Employer contribution / active EE | $2,082 | $3,314-37.2% | $5,169-59.7% | $2,565-18.9% |
| Participant deferral / active EE | $1,092 | $3,424-68.1% | $5,569-80.4% | $3,952-72.4% |
| Admin fee / account holder | $865 | $7,214-88.0% | $16,244-94.7% | $6,261-86.2% |