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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 | $43,534 | $53,841-19.1% | $75,731-42.5% | $85,851-49.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.37% | 24.54%-11.2pp | 104.65%-91.3pp | 318.63%-305.3pp |
| Employer contribution / active EE | $4,162 | $2,017+106.3% | $2,743+51.7% | $2,565+62.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,241 | $3,340-3.0% | $3,620-10.5% | $6,261-48.2% |