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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 | $82,996 | $107,079-22.5% | $151,266-45.1% | $87,485-5.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 77.0%+23.0pp | 68.9%+31.1pp |
| Annual return | 15.98% | 22.17%-6.2pp | 180.60%-164.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,961 | $3,174-38.2% | $4,237-53.7% | $2,596-24.5% |
| Participant deferral / active EE | $3,497 | $5,789-39.6% | $7,337-52.3% | $4,274-18.2% |
| Admin fee / account holder | $4,269 | $8,059-47.0% | $13,159-67.6% | $7,775-45.1% |