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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 | $35,405 | $88,672-60.1% | $105,223-66.4% | $82,448-57.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.68% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,384 | $3,048-21.8% | $3,689-35.4% | $2,551-6.5% |
| Participant deferral / active EE | $7,858 | $4,036+94.7% | $5,072+54.9% | $4,139+89.8% |
| Admin fee / account holder | $306 | $7,146-95.7% | $8,859-96.6% | $7,234-95.8% |