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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 | $39,308 | $51,184-23.2% | $66,439-40.8% | $86,983-54.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 23.09% | 17.07%+6.0pp | 757.66%-734.6pp | 25.83%-2.7pp |
| Employer contribution / active EE | $887 | $2,023-56.2% | $2,637-66.4% | $2,584-65.7% |
| Participant deferral / active EE | $3,684 | $2,927+25.8% | $3,876-5.0% | $4,194-12.2% |
| Admin fee / account holder | $2,724 | $4,154-34.4% | $6,173-55.9% | $7,856-65.3% |