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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 | $43,859 | $51,638-15.1% | $68,368-35.8% | $82,448-46.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 31.21% | 37.53%-6.3pp | 292.57%-261.4pp | 41.64%-10.4pp |
| Employer contribution / active EE | $6,334 | $2,047+209.5% | $2,649+139.1% | $2,551+148.3% |
| Participant deferral / active EE | $5,827 | $2,914+100.0% | $4,123+41.3% | $4,139+40.8% |
| Admin fee / account holder | $2,035 | $4,643-56.2% | $5,150-60.5% | $7,234-71.9% |