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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 | $41,637 | $54,355-23.4% | $82,744-49.7% | $68,486-39.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 16.06% | -13.67%+29.7pp | 702.22%-686.2pp | -7.85%+23.9pp |
| Employer contribution / active EE | $5,856 | $2,219+163.9% | $3,008+94.7% | $2,597+125.5% |
| Participant deferral / active EE | $1,846 | $3,246-43.1% | $4,395-58.0% | $4,028-54.2% |
| Admin fee / account holder | $2,864 | $4,397-34.9% | $5,325-46.2% | $5,404-47.0% |