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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 | $44,187 | $91,167-51.5% | $178,498-75.2% | $79,858-44.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.62% | 24.19%-5.6pp | 151.09%-132.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $4,517 | $3,255+38.8% | $5,011-9.9% | $2,471+82.8% |
| Participant deferral / active EE | $5,764 | $3,236+78.1% | $5,202+10.8% | $3,740+54.1% |
| Admin fee / account holder | $1,881 | $6,747-72.1% | $13,985-86.5% | $5,306-64.5% |