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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 | $33,000 | $58,851-43.9% | $115,170-71.3% | $72,975-54.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 49.98% | 23.16%+26.8pp | 35.60%+14.4pp | 81.01%-31.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,397 | $2,643-9.3% | $4,169-42.5% | $3,608-33.6% |
| Admin fee / account holder | $414 | $6,370-93.5% | $7,089-94.2% | $5,124-91.9% |