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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 | $57,044 | $95,415-40.2% | $185,851-69.3% | $85,851-33.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.73% | 23.59%-10.9pp | 122.11%-109.4pp | 318.63%-305.9pp |
| Employer contribution / active EE | $4,380 | $3,314+32.2% | $5,168-15.3% | $2,565+70.7% |
| Participant deferral / active EE | $4,057 | $3,424+18.5% | $5,569-27.2% | $3,952+2.6% |
| Admin fee / account holder | $3,067 | $7,215-57.5% | $16,245-81.1% | $6,261-51.0% |