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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 | $34,820 | $49,976-30.3% | $66,674-47.8% | $82,637-57.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 17.28% | 39.09%-21.8pp | 321.24%-304.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,336 | $1,988-32.8% | $2,620-49.0% | $2,552-47.7% |
| Participant deferral / active EE | $5,218 | $2,847+83.3% | $4,084+27.8% | $4,126+26.5% |
| Admin fee / account holder | $3,257 | $4,594-29.1% | $5,098-36.1% | $7,339-55.6% |