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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 | $44,815 | $49,897-10.2% | $80,648-44.4% | $75,177-40.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.24% | 34.68%-16.4pp | 937.21%-919.0pp | 160.75%-142.5pp |
| Employer contribution / active EE | $3,498 | $1,699+105.9% | $2,724+28.4% | $2,671+30.9% |
| Participant deferral / active EE | $4,520 | $2,992+51.1% | $4,443+1.7% | $4,126+9.5% |
| Admin fee / account holder | $3,772 | $3,579+5.4% | $5,382-29.9% | $5,651-33.3% |