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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 | $37,739 | $91,179-58.6% | $178,499-78.9% | $79,852-52.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.13% | 24.19%-11.1pp | 151.10%-138.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $3,276 | $3,256+0.6% | $5,011-34.6% | $2,471+32.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,772 | $6,749-73.7% | $13,986-87.3% | $5,306-66.6% |