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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 | $65,191 | $176,794-63.1% | $146,647-55.5% | $167,553-61.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.62% | 24.04%-8.4pp | 22.75%-7.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,419 | $5,161-72.5% | $4,137-65.7% | $4,840-70.7% |
| Participant deferral / active EE | $5,350 | $6,440-16.9% | $5,506-2.8% | $6,343-15.6% |
| Admin fee / account holder | $35,087 | $13,262+164.6% | $10,281+241.3% | $12,316+184.9% |