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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 | $47,479-17.2% | $62,929-37.5% | $82,448-52.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 23.09% | 20.34%+2.7pp | 1063.93%-1040.8pp | 41.64%-18.5pp |
| Employer contribution / active EE | $887 | $1,885-53.0% | $2,505-64.6% | $2,551-65.2% |
| Participant deferral / active EE | $3,684 | $2,870+28.3% | $3,888-5.3% | $4,139-11.0% |
| Admin fee / account holder | $2,724 | $3,804-28.4% | $5,065-46.2% | $7,234-62.4% |