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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 | $32,204 | $75,962-57.6% | $154,108-79.1% | $64,173-49.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 4.76% | 30.32%-25.6pp | 735.21%-730.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,734 | $3,350-48.2% | $5,298-67.3% | $2,381-27.2% |
| Participant deferral / active EE | $3,091 | $3,175-2.6% | $5,081-39.2% | $3,470-10.9% |
| Admin fee / account holder | $2,534 | $5,589-54.7% | $13,411-81.1% | $4,887-48.2% |