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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 | $44,029 | $40,275+9.3% | $57,356-23.2% | $59,633-26.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.54% | 27.52%-27.0pp | 24.41%-23.9pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $4,653 | $1,921+142.2% | $2,689+73.1% | $2,203+111.3% |
| Participant deferral / active EE | $3,687 | $2,400+53.6% | $3,162+16.6% | $3,192+15.5% |
| Admin fee / account holder | $389 | $2,820-86.2% | $3,357-88.4% | $4,297-90.9% |