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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 | $56,160 | $71,208-21.1% | $93,681-40.1% | $80,911-30.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.56% | 11.27%+2.3pp | 133.47%-119.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,304 | $1,564-16.6% | $2,422-46.2% | $2,756-52.7% |
| Participant deferral / active EE | $2,330 | $4,035-42.3% | $4,415-47.2% | $4,297-45.8% |
| Admin fee / account holder | $3,158 | $6,951-54.6% | $8,290-61.9% | $6,935-54.5% |