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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 | $63,227 | $96,508-34.5% | $75,901-16.7% | $152,897-58.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.3%+20.7pp | 82.5%+7.5pp |
| Annual return | 15.23% | 33.99%-18.8pp | 30.76%-15.5pp | 345.43%-330.2pp |
| Employer contribution / active EE | $2,000 | $3,310-39.6% | $2,501-20.0% | $4,764-58.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $712 | $8,081-91.2% | $5,420-86.9% | $11,599-93.9% |