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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 | $18,338 | $52,279-64.9% | $89,414-79.5% | $79,852-77.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 18.70% | 22.16%-3.5pp | 245.50%-226.8pp | 31.72%-13.0pp |
| Employer contribution / active EE | $694 | $1,572-55.9% | $2,586-73.2% | $2,471-71.9% |
| Participant deferral / active EE | $1,959 | $2,740-28.5% | $3,890-49.6% | $3,740-47.6% |
| Admin fee / account holder | $1,269 | $3,356-62.2% | $4,883-74.0% | $5,306-76.1% |