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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 | $33,919 | $48,011-29.4% | $63,803-46.8% | $82,637-59.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 12.83% | 19.84%-7.0pp | 543.72%-530.9pp | 53.51%-40.7pp |
| Employer contribution / active EE | $2,871 | $1,904+50.8% | $2,532+13.4% | $2,552+12.5% |
| Participant deferral / active EE | $2,814 | $2,846-1.1% | $3,843-26.8% | $4,126-31.8% |
| Admin fee / account holder | $3,557 | $3,873-8.2% | $5,196-31.6% | $7,339-51.5% |