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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 | $40,694 | $48,314-15.8% | $67,561-39.8% | $80,925-49.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.55% | 18.28%-2.7pp | 3525.44%-3509.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,762 | $2,022+36.6% | $2,735+1.0% | $2,756+0.2% |
| Participant deferral / active EE | $4,610 | $2,927+57.5% | $4,003+15.2% | $4,299+7.2% |
| Admin fee / account holder | $603 | $3,690-83.7% | $4,006-85.0% | $6,940-91.3% |