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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 | $55,457-34.8% | $77,361-53.3% | $94,015-61.5% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 14.60% | 15.57%-1.0pp | 1011.54%-996.9pp | 17.84%-3.2pp |
| Employer contribution / active EE | $1,410 | $2,255-37.5% | $2,990-52.8% | $2,790-49.5% |
| Participant deferral / active EE | $1,601 | $3,069-47.8% | $3,911-59.1% | $4,249-62.3% |
| Admin fee / account holder | $3,165 | $4,334-27.0% | $5,894-46.3% | $8,951-64.6% |