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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 | $31,909 | $51,184-37.7% | $66,439-52.0% | $86,983-63.3% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.5%+22.6pp | 69.5%+27.5pp |
| Annual return | 10.50% | 17.07%-6.6pp | 757.66%-747.2pp | 25.83%-15.3pp |
| Employer contribution / active EE | $1,345 | $2,023-33.5% | $2,637-49.0% | $2,584-48.0% |
| Participant deferral / active EE | $2,072 | $2,927-29.2% | $3,876-46.5% | $4,194-50.6% |
| Admin fee / account holder | $1,946 | $4,154-53.1% | $6,173-68.5% | $7,856-75.2% |