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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 | $54,508 | $49,255+10.7% | $70,494-22.7% | $79,856-31.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.71% | 30.10%-13.4pp | 109.16%-92.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $7,073 | $2,100+236.8% | $2,738+158.3% | $2,471+186.2% |
| Participant deferral / active EE | $5,613 | $2,768+102.8% | $3,711+51.3% | $3,741+50.1% |
| Admin fee / account holder | $2,649 | $2,879-8.0% | $3,848-31.2% | $5,306-50.1% |