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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 | $28,490 | $57,352-50.3% | $83,831-66.0% | $64,173-55.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 1.28% | 11.38%-10.1pp | 850.99%-849.7pp | 7.63%-6.4pp |
| Employer contribution / active EE | $2,055 | $2,546-19.3% | $3,631-43.4% | $2,381-13.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,629 | $4,046-59.7% | $5,479-70.3% | $4,887-66.7% |