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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 | $37,950 | $48,314-21.4% | $67,561-43.8% | $80,925-53.1% |
| Participation rate | 82.8% | 66.4%+16.4pp | 72.9%+9.9pp | 67.7%+15.1pp |
| Annual return | 13.38% | 18.28%-4.9pp | 3525.44%-3512.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,285 | $2,927-21.9% | $4,003-42.9% | $4,299-46.9% |
| Admin fee / account holder | $2,371 | $3,690-35.7% | $4,006-40.8% | $6,940-65.8% |