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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 | $15,979 | $58,311-72.6% | $81,882-80.5% | $80,959-80.3% |
| Participation rate | 86.1% | 63.5%+22.6pp | 72.4%+13.7pp | 67.7%+18.4pp |
| Annual return | 11.11% | 41.85%-30.7pp | 779.47%-768.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,063 | $2,347-12.1% | $2,916-29.3% | $2,757-25.2% |
| Participant deferral / active EE | $2,096 | $3,287-36.2% | $4,323-51.5% | $4,300-51.3% |
| Admin fee / account holder | $1,508 | $4,752-68.3% | $7,360-79.5% | $6,925-78.2% |