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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 | $16,202 | $47,479-65.9% | $62,929-74.3% | $82,448-80.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.95% | 20.34%-7.4pp | 1063.93%-1051.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,253 | $1,885-33.5% | $2,505-50.0% | $2,551-50.9% |
| Participant deferral / active EE | $1,700 | $2,870-40.8% | $3,888-56.3% | $4,139-58.9% |
| Admin fee / account holder | $2,316 | $3,804-39.1% | $5,065-54.3% | $7,234-68.0% |