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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 | $40,046 | $57,352-30.2% | $83,831-52.2% | $64,173-37.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 2.34% | 11.38%-9.0pp | 850.99%-848.7pp | 7.63%-5.3pp |
| Employer contribution / active EE | $2,376 | $2,546-6.7% | $3,631-34.6% | $2,381-0.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,474 | $4,046+10.6% | $5,479-18.3% | $4,887-8.5% |