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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 | $52,212 | $91,167-42.7% | $178,498-70.7% | $79,858-34.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.99% | 24.19%-4.2pp | 151.09%-131.1pp | 31.72%-11.7pp |
| Employer contribution / active EE | $1,711 | $3,255-47.5% | $5,011-65.9% | $2,471-30.8% |
| Participant deferral / active EE | $2,865 | $3,236-11.5% | $5,202-44.9% | $3,740-23.4% |
| Admin fee / account holder | $1,850 | $6,747-72.6% | $13,985-86.8% | $5,306-65.1% |