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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 | $59,850 | $48,284+24.0% | $67,524-11.4% | $80,911-26.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 20.20% | 18.27%+1.9pp | 3519.41%-3499.2pp | 35.63%-15.4pp |
| Employer contribution / active EE | $1,635 | $2,021-19.1% | $2,734-40.2% | $2,756-40.7% |
| Participant deferral / active EE | $2,802 | $2,927-4.3% | $4,001-30.0% | $4,297-34.8% |
| Admin fee / account holder | $2,253 | $3,688-38.9% | $4,001-43.7% | $6,935-67.5% |