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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 | $36,367 | $65,361-44.4% | $92,903-60.9% | $72,983-50.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.01% | 42.11%-22.1pp | 109.43%-89.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,565 | $2,594-39.7% | $3,653-57.2% | $2,440-35.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $848 | $4,251-80.1% | $5,795-85.4% | $5,124-83.4% |