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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 | $37,342 | $51,638-27.7% | $68,368-45.4% | $82,448-54.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.50% | 37.53%-21.0pp | 292.57%-276.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $988 | $2,047-51.7% | $2,649-62.7% | $2,551-61.3% |
| Participant deferral / active EE | $4,657 | $2,914+59.9% | $4,123+13.0% | $4,139+12.5% |
| Admin fee / account holder | $1,905 | $4,643-59.0% | $5,150-63.0% | $7,234-73.7% |