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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 | $30,559 | $60,139-49.2% | $90,461-66.2% | $79,856-61.7% |
| Participation rate | 75.9% | 65.0%+10.9pp | 72.7%+3.2pp | 69.6%+6.2pp |
| Annual return | 12.84% | 71.96%-59.1pp | 1294.76%-1281.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,027 | $2,069-50.3% | $3,264-68.5% | $2,471-58.4% |
| Participant deferral / active EE | $2,631 | $2,939-10.5% | $3,964-33.6% | $3,741-29.7% |
| Admin fee / account holder | $1,904 | $3,978-52.1% | $5,617-66.1% | $5,306-64.1% |