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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 | $47,994 | $98,766-51.4% | $149,730-67.9% | $79,852-39.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.70% | 27.43%-13.7pp | 276.70%-263.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $3,276 | $3,217+1.8% | $4,645-29.5% | $2,471+32.6% |
| Participant deferral / active EE | $6,260 | $5,681+10.2% | $6,843-8.5% | $3,740+67.4% |
| Admin fee / account holder | $510 | $6,052-91.6% | $9,310-94.5% | $5,306-90.4% |