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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 | $39,940 | $45,041-11.3% | $63,003-36.6% | $70,131-43.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.52% | 18.76%-5.2pp | 87.59%-74.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,925 | $2,052+42.5% | $2,760+6.0% | $2,342+24.9% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,218 | $2,836+189.8% | $3,600+128.3% | $4,645+76.9% |