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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 | $27,978 | $51,184-45.3% | $66,439-57.9% | $86,983-67.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.88% | 17.07%-6.2pp | 757.66%-746.8pp | 25.83%-14.9pp |
| Employer contribution / active EE | $1,450 | $2,023-28.3% | $2,637-45.0% | $2,584-43.9% |
| Participant deferral / active EE | $2,231 | $2,927-23.8% | $3,876-42.5% | $4,194-46.8% |
| Admin fee / account holder | $2,487 | $4,154-40.1% | $6,173-59.7% | $7,856-68.3% |