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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 | $50,554-40.1% | $67,681-55.3% | $87,485-65.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.22% | 17.81%-2.6pp | 590.58%-575.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,247 | $1,988+13.0% | $2,678-16.1% | $2,596-13.4% |
| Participant deferral / active EE | $2,859 | $2,961-3.5% | $3,976-28.1% | $4,274-33.1% |
| Admin fee / account holder | $1,416 | $4,132-65.7% | $6,100-76.8% | $7,775-81.8% |