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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 | $33,329 | $85,171-60.9% | $172,752-80.7% | $72,975-54.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 28.19% | 27.32%+0.9pp | 802.97%-774.8pp | 81.01%-52.8pp |
| Employer contribution / active EE | $1,061 | $3,324-68.1% | $5,144-79.4% | $2,440-56.5% |
| Participant deferral / active EE | $1,814 | $3,260-44.3% | $5,198-65.1% | $3,608-49.7% |
| Admin fee / account holder | $2,466 | $5,880-58.1% | $13,955-82.3% | $5,124-51.9% |