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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 | $96,885 | $98,776-1.9% | $149,745-35.3% | $79,856+21.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.17% | 27.38%-13.2pp | 276.72%-262.6pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,147 | $3,217-33.3% | $4,646-53.8% | $2,471-13.1% |
| Participant deferral / active EE | $3,220 | $5,681-43.3% | $6,843-53.0% | $3,741-13.9% |
| Admin fee / account holder | $19,935 | $6,053+229.4% | $9,312+114.1% | $5,306+275.7% |