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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 | $51,401 | $110,410-53.4% | $102,437-49.8% | $145,897-64.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.61% | 24.85%-9.2pp | 24.95%-9.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,576 | $4,217-62.6% | $3,871-59.3% | $4,663-66.2% |
| Participant deferral / active EE | $10,633 | $5,622+89.1% | $5,060+110.1% | $6,689+58.9% |
| Admin fee / account holder | $1,035 | $9,745-89.4% | $8,388-87.7% | $13,390-92.3% |