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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 | $40,732 | $46,599-12.6% | $64,101-36.5% | $75,173-45.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.91% | 26.06%-9.1pp | 33.72%-16.8pp | 160.72%-143.8pp |
| Employer contribution / active EE | $4,372 | $1,975+121.3% | $2,749+59.1% | $2,671+63.7% |
| Participant deferral / active EE | $6,595 | $2,837+132.5% | $3,881+69.9% | $4,126+59.8% |
| Admin fee / account holder | $1,252 | $2,956-57.6% | $3,070-59.2% | $5,651-77.8% |