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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 | $49,023 | $112,935-56.6% | $90,970-46.1% | $158,966-69.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.47% | 215.79%-204.3pp | 134.58%-123.1pp | 302.95%-291.5pp |
| Employer contribution / active EE | $2,823 | $2,895-2.5% | $2,122+33.0% | $4,762-40.7% |
| Participant deferral / active EE | $3,231 | $4,129-21.8% | $3,373-4.2% | $5,983-46.0% |
| Admin fee / account holder | $1,726 | $8,045-78.5% | $5,960-71.0% | $11,250-84.7% |