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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 | $55,457-45.4% | $77,361-60.9% | $94,015-67.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 15.22% | 15.57%-0.3pp | 1011.54%-996.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $2,247 | $2,255-0.3% | $2,990-24.8% | $2,790-19.5% |
| Participant deferral / active EE | $2,859 | $3,069-6.9% | $3,911-26.9% | $4,249-32.7% |
| Admin fee / account holder | $1,416 | $4,334-67.3% | $5,894-76.0% | $8,951-84.2% |