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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 | $26,281 | $58,311-54.9% | $81,882-67.9% | $80,959-67.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.32% | 41.85%-28.5pp | 779.47%-766.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,573 | $2,347+9.6% | $2,916-11.8% | $2,757-6.7% |
| Participant deferral / active EE | $6,954 | $3,287+111.6% | $4,323+60.9% | $4,300+61.7% |
| Admin fee / account holder | $1,701 | $4,752-64.2% | $7,360-76.9% | $6,925-75.4% |