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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 | $34,795 | $53,837-35.4% | $75,714-54.0% | $85,847-59.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 39.53% | 24.54%+15.0pp | 104.62%-65.1pp | 318.61%-279.1pp |
| Employer contribution / active EE | $1,273 | $2,017-36.9% | $2,744-53.6% | $2,565-50.4% |
| Participant deferral / active EE | $2,051 | $2,895-29.2% | $3,820-46.3% | $3,952-48.1% |
| Admin fee / account holder | $4,637 | $3,339+38.9% | $3,619+28.1% | $6,261-25.9% |