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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 | $34,932 | $53,837-35.1% | $75,717-53.9% | $85,856-59.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 29.62% | 24.54%+5.1pp | 104.58%-75.0pp | 318.58%-289.0pp |
| Employer contribution / active EE | $871 | $2,017-56.8% | $2,743-68.2% | $2,565-66.0% |
| Participant deferral / active EE | $2,286 | $2,895-21.0% | $3,821-40.2% | $3,952-42.2% |
| Admin fee / account holder | $1,980 | $3,341-40.8% | $3,619-45.3% | $6,261-68.4% |