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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 | $62,248 | $45,050+38.2% | $63,018-1.2% | $70,126-11.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.36% | 18.76%+0.6pp | 87.62%-68.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,583 | $2,052-22.9% | $2,761-42.7% | $2,343-32.4% |
| Participant deferral / active EE | $5,344 | $2,466+116.8% | $3,330+60.5% | $3,332+60.4% |
| Admin fee / account holder | $514 | $2,834-81.9% | $3,601-85.7% | $4,645-88.9% |