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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 | $31,815 | $101,618-68.7% | $93,063-65.8% | $137,256-76.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.59% | 223.95%-208.4pp | 34.15%-18.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,914 | $2,707-29.3% | $2,476-22.7% | $4,156-53.9% |
| Participant deferral / active EE | $5,611 | $4,279+31.1% | $3,958+41.7% | $6,407-12.4% |
| Admin fee / account holder | $3,651 | $6,198-41.1% | $6,033-39.5% | $12,270-70.2% |