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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 | $36,149 | $50,554-28.5% | $67,681-46.6% | $87,485-58.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 14.60% | 17.81%-3.2pp | 590.58%-576.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,410 | $1,988-29.1% | $2,678-47.4% | $2,596-45.7% |
| Participant deferral / active EE | $1,601 | $2,961-45.9% | $3,976-59.7% | $4,274-62.5% |
| Admin fee / account holder | $3,165 | $4,132-23.4% | $6,100-48.1% | $7,775-59.3% |