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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 | $25,053 | $81,664-69.3% | $70,476-64.5% | $158,966-84.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.54% | 208.59%-189.1pp | 109.12%-89.6pp | 302.95%-283.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,519 | $4,556-44.7% | $3,710-32.1% | $5,983-57.9% |
| Admin fee / account holder | $9,082 | $6,197+46.5% | $3,847+136.1% | $11,250-19.3% |