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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 | $48,520 | $58,311-16.8% | $81,882-40.7% | $80,959-40.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 18.52% | 41.85%-23.3pp | 779.47%-761.0pp | 35.67%-17.1pp |
| Employer contribution / active EE | $642 | $2,347-72.6% | $2,916-78.0% | $2,757-76.7% |
| Participant deferral / active EE | $1,541 | $3,287-53.1% | $4,323-64.4% | $4,300-64.2% |
| Admin fee / account holder | $4,091 | $4,752-13.9% | $7,360-44.4% | $6,925-40.9% |