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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 | $29,875 | $84,236-64.5% | $170,439-82.5% | $70,124-57.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.70% | 23.06%-9.4pp | 205.94%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,117 | $3,086-31.4% | $4,939-57.1% | $3,332-36.5% |
| Admin fee / account holder | $890 | $5,698-84.4% | $13,881-93.6% | $4,645-80.9% |