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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 | $30,264 | $47,479-36.3% | $62,929-51.9% | $82,448-63.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.22% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,247 | $1,885+19.2% | $2,505-10.3% | $2,551-11.9% |
| Participant deferral / active EE | $2,859 | $2,870-0.4% | $3,888-26.5% | $4,139-30.9% |
| Admin fee / account holder | $1,416 | $3,804-62.8% | $5,065-72.0% | $7,234-80.4% |