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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 | $43,703 | $53,128-17.7% | $86,582-49.5% | $70,126-37.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.10% | 27.66%-14.6pp | 965.08%-952.0pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,253 | $2,068-39.4% | $2,839-55.9% | $2,343-46.5% |
| Participant deferral / active EE | $2,510 | $2,695-6.9% | $3,609-30.4% | $3,332-24.7% |
| Admin fee / account holder | $450 | $3,584-87.4% | $4,904-90.8% | $4,645-90.3% |