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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 | $42,737 | $53,128-19.6% | $86,582-50.6% | $70,126-39.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.45% | 27.66%-10.2pp | 965.08%-947.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $5,127 | $2,068+147.9% | $2,839+80.5% | $2,343+118.8% |
| Participant deferral / active EE | $3,435 | $2,695+27.5% | $3,609-4.8% | $3,332+3.1% |
| Admin fee / account holder | $580 | $3,584-83.8% | $4,904-88.2% | $4,645-87.5% |