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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 | $52,787 | $77,164-31.6% | $178,014-70.3% | $80,874-34.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.48% | 18.09%-1.6pp | 294.80%-278.3pp | 35.62%-19.1pp |
| Employer contribution / active EE | $3,161 | $2,288+38.2% | $3,950-20.0% | $2,756+14.7% |
| Participant deferral / active EE | $5,821 | $4,408+32.1% | $6,276-7.3% | $4,297+35.5% |
| Admin fee / account holder | $3,113 | $7,164-56.5% | $10,362-70.0% | $6,935-55.1% |