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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 | $32,897 | $85,766-61.6% | $136,297-75.9% | $70,124-53.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.85% | 31.45%-15.6pp | 5156.19%-5140.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,267 | $2,966-57.3% | $4,696-73.0% | $2,342-45.9% |
| Participant deferral / active EE | $3,484 | $5,051-31.0% | $6,247-44.2% | $3,332+4.6% |
| Admin fee / account holder | $1,009 | $5,420-81.4% | $9,244-89.1% | $4,645-78.3% |