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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 | $69,336 | $53,837+28.8% | $75,714-8.4% | $85,847-19.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.50% | 24.54%-6.0pp | 104.62%-86.1pp | 318.61%-300.1pp |
| Employer contribution / active EE | $1,779 | $2,017-11.8% | $2,744-35.1% | $2,565-30.6% |
| Participant deferral / active EE | $6,145 | $2,895+112.2% | $3,820+60.9% | $3,952+55.5% |
| Admin fee / account holder | $2,117 | $3,339-36.6% | $3,619-41.5% | $6,261-66.2% |