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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 | $48,284-15.7% | $67,524-39.7% | $80,911-49.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.55% | 18.27%-2.7pp | 3519.41%-3503.9pp | 35.63%-20.1pp |
| Employer contribution / active EE | $2,762 | $2,021+36.6% | $2,734+1.0% | $2,756+0.2% |
| Participant deferral / active EE | $4,610 | $2,927+57.5% | $4,001+15.2% | $4,297+7.3% |
| Admin fee / account holder | $603 | $3,688-83.7% | $4,001-84.9% | $6,935-91.3% |