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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 | $34,553 | $113,338-69.5% | $94,993-63.6% | $147,586-76.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.97% | 20.80%-9.8pp | 27.14%-16.2pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,042 | $3,777-45.9% | $3,317-38.4% | $5,439-62.5% |
| Admin fee / account holder | $447 | $6,063-92.6% | $4,960-91.0% | $10,886-95.9% |