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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 | $18,491 | $49,896-62.9% | $80,627-77.1% | $75,173-75.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 17.51% | 34.67%-17.2pp | 936.76%-919.3pp | 160.72%-143.2pp |
| Employer contribution / active EE | $551 | $1,699-67.6% | $2,723-79.8% | $2,671-79.4% |
| Participant deferral / active EE | $1,676 | $2,992-44.0% | $4,443-62.3% | $4,126-59.4% |
| Admin fee / account holder | $1,398 | $3,578-60.9% | $5,381-74.0% | $5,651-75.3% |