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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 | $30,755 | $114,237-73.1% | $119,258-74.2% | $167,536-81.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.60% | 29.87%-15.3pp | 30.69%-16.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,612 | $4,481-64.0% | $4,384-63.2% | $4,839-66.7% |
| Participant deferral / active EE | $2,885 | $6,084-52.6% | $6,111-52.8% | $6,342-54.5% |
| Admin fee / account holder | $420 | $8,932-95.3% | $7,226-94.2% | $12,315-96.6% |