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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 | $26,564 | $55,457-52.1% | $77,361-65.7% | $94,015-71.7% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.12% | 15.57%-5.4pp | 1011.54%-1001.4pp | 17.84%-7.7pp |
| Employer contribution / active EE | $872 | $2,255-61.3% | $2,990-70.8% | $2,790-68.7% |
| Participant deferral / active EE | $1,845 | $3,069-39.9% | $3,911-52.8% | $4,249-56.6% |
| Admin fee / account holder | $4,287 | $4,334-1.1% | $5,894-27.3% | $8,951-52.1% |