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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 | $19,308 | $51,638-62.6% | $68,368-71.8% | $82,448-76.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 38.52% | 37.53%+1.0pp | 292.57%-254.1pp | 41.64%-3.1pp |
| Employer contribution / active EE | $3,079 | $2,047+50.5% | $2,649+16.2% | $2,551+20.7% |
| Participant deferral / active EE | $3,681 | $2,914+26.3% | $4,123-10.7% | $4,139-11.1% |
| Admin fee / account holder | $1,463 | $4,643-68.5% | $5,150-71.6% | $7,234-79.8% |