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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 | $51,809 | $46,599+11.2% | $64,101-19.2% | $75,173-31.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.43% | 26.06%-8.6pp | 33.72%-16.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $7,357 | $1,975+272.5% | $2,749+167.7% | $2,671+175.5% |
| Participant deferral / active EE | $5,352 | $2,837+88.6% | $3,881+37.9% | $4,126+29.7% |
| Admin fee / account holder | $13,999 | $2,956+373.6% | $3,070+355.9% | $5,651+147.7% |