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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 | $24,708 | $58,311-57.6% | $81,882-69.8% | $80,959-69.5% |
| Participation rate | 80.8% | 63.5%+17.3pp | 72.4%+8.4pp | 67.7%+13.1pp |
| Annual return | 21.05% | 41.85%-20.8pp | 779.47%-758.4pp | 35.67%-14.6pp |
| Employer contribution / active EE | $1,281 | $2,347-45.4% | $2,916-56.1% | $2,757-53.6% |
| Participant deferral / active EE | $3,224 | $3,287-1.9% | $4,323-25.4% | $4,300-25.0% |
| Admin fee / account holder | $531 | $4,752-88.8% | $7,360-92.8% | $6,925-92.3% |